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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 | $34,318 | $110,379-68.9% | $102,412-66.5% | $145,884-76.5% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 17.11% | 24.84%-7.7pp | 24.94%-7.8pp | 551.85%-534.7pp |
| Employer contribution / active EE | $9,485 | $4,216+125.0% | $3,870+145.1% | $4,662+103.4% |
| Participant deferral / active EE | $5,717 | $5,622+1.7% | $5,060+13.0% | $6,690-14.5% |
| Admin fee / account holder | $28,787 | $9,745+195.4% | $8,388+243.2% | $13,392+115.0% |