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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 | $34,975 | $141,001-75.2% | $112,228-68.8% | $139,487-74.9% |
| Participation rate | 95.8% | 79.2%+16.6pp | 72.4%+23.4pp | 80.3%+15.5pp |
| Annual return | 14.72% | 32.75%-18.0pp | 30.23%-15.5pp | 373.84%-359.1pp |
| Employer contribution / active EE | $1,655 | $4,285-61.4% | $3,432-51.8% | $4,755-65.2% |
| Participant deferral / active EE | $2,869 | $5,877-51.2% | $4,800-40.2% | $6,713-57.3% |
| Admin fee / account holder | $6,524 | $9,959-34.5% | $7,752-15.8% | $11,407-42.8% |