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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 | $34,925 | $69,118-49.5% | $53,647-34.9% | $138,895-74.9% |
| Participation rate | 95.8% | 64.0%+31.9pp | 56.3%+39.6pp | 79.9%+15.9pp |
| Annual return | 21.47% | 248.26%-226.8pp | 358.33%-336.9pp | 145.39%-123.9pp |
| Employer contribution / active EE | $4,157 | $1,189+249.5% | $962+332.1% | $4,194-0.9% |
| Participant deferral / active EE | $4,209 | $2,274+85.1% | $1,813+132.1% | $6,396-34.2% |
| Admin fee / account holder | $2,746 | $2,724+0.8% | $2,460+11.6% | $12,562-78.1% |