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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 | $34,888 | $53,837-35.2% | $75,714-53.9% | $85,847-59.4% |
| Participation rate | 97.0% | 69.1%+27.9pp | 74.8%+22.1pp | 69.3%+27.7pp |
| Annual return | 18.56% | 24.54%-6.0pp | 104.62%-86.1pp | 318.61%-300.0pp |
| Employer contribution / active EE | $2,564 | $2,017+27.1% | $2,744-6.5% | $2,565-0.1% |
| Participant deferral / active EE | $1,847 | $2,895-36.2% | $3,820-51.7% | $3,952-53.3% |
| Admin fee / account holder | $2,645 | $3,339-20.8% | $3,619-26.9% | $6,261-57.7% |