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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,882 | $78,707-32.8% | $117,861-55.1% | $70,126-24.6% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+17.9pp | 69.5%+28.0pp |
| Annual return | 12.88% | 23.30%-10.4pp | 335.11%-322.2pp | 73.15%-60.3pp |
| Employer contribution / active EE | $3,134 | $2,223+40.9% | $3,786-17.2% | $2,343+33.8% |
| Participant deferral / active EE | $2,798 | $3,297-15.2% | $4,482-37.6% | $3,332-16.0% |
| Admin fee / account holder | $2,202 | $5,066-56.5% | $8,021-72.5% | $4,645-52.6% |