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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 | $35,947 | $96,731-62.8% | $123,973-71.0% | $86,983-58.7% |
| Participation rate | 96.3% | 70.0%+26.3pp | 76.7%+19.6pp | 69.5%+26.8pp |
| Annual return | 15.77% | 17.33%-1.6pp | 388.13%-372.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $2,423 | $3,297-26.5% | $4,126-41.3% | $2,584-6.3% |
| Participant deferral / active EE | $5,497 | $4,152+32.4% | $5,247+4.8% | $4,194+31.1% |
| Admin fee / account holder | $3,053 | $8,722-65.0% | $11,799-74.1% | $7,856-61.1% |