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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 | $37,139 | $110,410-66.4% | $102,437-63.7% | $145,897-74.5% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 12.15% | 24.85%-12.7pp | 24.95%-12.8pp | 552.29%-540.1pp |
| Employer contribution / active EE | $3,132 | $4,217-25.7% | $3,871-19.1% | $4,663-32.8% |
| Participant deferral / active EE | $8,094 | $5,622+44.0% | $5,060+60.0% | $6,689+21.0% |
| Admin fee / account holder | $2,142 | $9,745-78.0% | $8,388-74.5% | $13,390-84.0% |