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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 | $32,213 | $61,815-47.9% | $97,295-66.9% | $80,959-60.2% |
| Participation rate | 97.4% | 63.5%+33.9pp | 72.7%+24.7pp | 67.7%+29.7pp |
| Annual return | 12.27% | -558.73%+571.0pp | 75.62%-63.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $2,581 | $1,836+40.6% | $2,723-5.2% | $2,757-6.4% |
| Participant deferral / active EE | $2,031 | $3,027-32.9% | $4,264-52.4% | $4,300-52.8% |
| Admin fee / account holder | $2,555 | $5,166-50.5% | $5,646-54.7% | $6,925-63.1% |