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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 | $32,852 | $45,872-28.4% | $77,081-57.4% | $68,495-52.0% |
| Participation rate | 97.0% | 55.9%+41.0pp | 67.9%+29.1pp | 67.9%+29.1pp |
| Annual return | 26.29% | 1.73%+24.6pp | 42.33%-16.0pp | -7.84%+34.1pp |
| Employer contribution / active EE | $7,142 | $1,650+332.9% | $2,813+153.8% | $2,596+175.1% |
| Participant deferral / active EE | $6,804 | $2,963+129.7% | $4,428+53.7% | $4,028+68.9% |
| Admin fee / account holder | $3,043 | $3,0410% | $5,427-43.9% | $5,403-43.7% |