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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 | $35,546 | $75,962-53.2% | $154,111-76.9% | $64,173-44.6% |
| Participation rate | 94.7% | 70.4%+24.3pp | 83.0%+11.7pp | 69.6%+25.2pp |
| Annual return | 17.44% | 30.32%-12.9pp | 735.18%-717.7pp | 7.63%+9.8pp |
| Employer contribution / active EE | $3,135 | $3,350-6.4% | $5,298-40.8% | $2,381+31.7% |
| Participant deferral / active EE | $1,155 | $3,175-63.6% | $5,081-77.3% | $3,470-66.7% |
| Admin fee / account holder | $5,230 | $5,589-6.4% | $13,411-61.0% | $4,887+7.0% |