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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 | $32,740 | $65,364-49.9% | $92,909-64.8% | $72,975-55.1% |
| Participation rate | 95.7% | 68.3%+27.3pp | 76.0%+19.6pp | 69.5%+26.2pp |
| Annual return | 26.10% | 42.11%-16.0pp | 109.44%-83.3pp | 81.01%-54.9pp |
| Employer contribution / active EE | $13,104 | $2,594+405.1% | $3,653+258.7% | $2,440+437.0% |
| Participant deferral / active EE | $1,360 | $3,128-56.5% | $4,238-67.9% | $3,608-62.3% |
| Admin fee / account holder | $1,253 | $4,251-70.5% | $5,795-78.4% | $5,124-75.6% |