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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 | $33,236 | $142,430-76.7% | $115,170-71.1% | $152,897-78.3% |
| Participation rate | 95.0% | 82.4%+12.6pp | 75.9%+19.1pp | 82.5%+12.5pp |
| Annual return | 19.59% | 41.48%-21.9pp | 35.60%-16.0pp | 345.43%-325.8pp |
| Employer contribution / active EE | $3,776 | $4,011-5.8% | $3,179+18.8% | $4,764-20.7% |
| Participant deferral / active EE | $5,720 | $5,165+10.7% | $4,169+37.2% | $5,851-2.2% |
| Admin fee / account holder | $12,113 | $8,464+43.1% | $7,089+70.9% | $11,599+4.4% |