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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 | $96,731-66.5% | $123,973-73.9% | $86,983-62.8% |
| Participation rate | 97.6% | 70.0%+27.5pp | 76.7%+20.9pp | 69.5%+28.0pp |
| Annual return | 16.99% | 17.33%-0.3pp | 388.13%-371.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $3,207 | $3,297-2.7% | $4,126-22.3% | $2,584+24.1% |
| Participant deferral / active EE | $7,278 | $4,152+75.3% | $5,247+38.7% | $4,194+73.5% |
| Admin fee / account holder | $4,431 | $8,722-49.2% | $11,799-62.4% | $7,856-43.6% |