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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 | $32,390 | $89,259-63.7% | $107,187-69.8% | $82,637-60.8% |
| Participation rate | 97.6% | 67.9%+29.6pp | 75.0%+22.5pp | 68.1%+29.5pp |
| Annual return | 16.99% | 21.02%-4.0pp | 204.55%-187.6pp | 53.51%-36.5pp |
| Employer contribution / active EE | $3,207 | $3,080+4.1% | $3,782-15.2% | $2,552+25.7% |
| Participant deferral / active EE | $7,278 | $4,037+80.3% | $5,096+42.8% | $4,126+76.4% |
| Admin fee / account holder | $4,431 | $7,381-40.0% | $9,162-51.6% | $7,339-39.6% |