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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 | $35,808 | $105,284-66.0% | $150,734-76.2% | $94,015-61.9% |
| Participation rate | 97.5% | 71.7%+25.8pp | 78.4%+19.1pp | 70.8%+26.7pp |
| Annual return | 12.35% | 15.67%-3.3pp | 600.81%-588.5pp | 17.84%-5.5pp |
| Employer contribution / active EE | $2,101 | $3,599-41.6% | $4,918-57.3% | $2,790-24.7% |
| Participant deferral / active EE | $4,030 | $4,274-5.7% | $5,610-28.2% | $4,249-5.2% |
| Admin fee / account holder | $1,737 | $9,839-82.3% | $14,905-88.3% | $8,951-80.6% |