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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 | $35,270 | $62,672-43.7% | $185,117-80.9% | $70,126-49.7% |
| Participation rate | 94.1% | 63.8%+30.3pp | 77.3%+16.9pp | 69.5%+24.6pp |
| Annual return | 16.42% | 40.79%-24.4pp | 40.50%-24.1pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,471 | $1,753-16.1% | $4,182-64.8% | $2,343-37.2% |
| Participant deferral / active EE | $3,553 | $3,272+8.6% | $5,045-29.6% | $3,332+6.7% |
| Admin fee / account holder | $11,981 | $3,932+204.7% | $8,159+46.8% | $4,645+157.9% |