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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 | $31,882 | $95,415-66.6% | $185,851-82.8% | $85,851-62.9% |
| Participation rate | 97.0% | 68.8%+28.2pp | 81.7%+15.3pp | 69.3%+27.6pp |
| Annual return | 17.29% | 23.59%-6.3pp | 122.11%-104.8pp | 318.63%-301.3pp |
| Employer contribution / active EE | $887 | $3,314-73.2% | $5,168-82.8% | $2,565-65.4% |
| Participant deferral / active EE | $2,365 | $3,424-30.9% | $5,569-57.5% | $3,952-40.2% |
| Admin fee / account holder | $3,103 | $7,215-57.0% | $16,245-80.9% | $6,261-50.4% |