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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 | $28,132 | $98,760-71.5% | $149,715-81.2% | $79,858-64.8% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 13.22% | 27.43%-14.2pp | 276.66%-263.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $5,088 | $3,217+58.2% | $4,645+9.5% | $2,471+105.9% |
| Participant deferral / active EE | $5,866 | $5,681+3.3% | $6,842-14.3% | $3,740+56.8% |
| Admin fee / account holder | $1,918 | $6,053-68.3% | $9,310-79.4% | $5,306-63.8% |