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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 | $34,008 | $83,337-59.2% | $67,834-49.9% | $273,972-87.6% |
| Participation rate | 95.0% | 76.4%+18.6pp | 68.8%+26.2pp | 83.0%+12.0pp |
| Annual return | 6.53% | 259.45%-252.9pp | 138.47%-131.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,036 | $3,287-38.1% | $2,403-15.3% | $4,869-58.2% |
| Participant deferral / active EE | $2,782 | $4,088-32.0% | $3,160-12.0% | $5,287-47.4% |
| Admin fee / account holder | $331 | $6,752-95.1% | $4,622-92.8% | $10,133-96.7% |