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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 | $36,297 | $53,128-31.7% | $86,582-58.1% | $70,126-48.2% |
| Participation rate | 78.2% | 65.3%+12.9pp | 73.5%+4.6pp | 69.5%+8.6pp |
| Annual return | 14.76% | 27.66%-12.9pp | 965.08%-950.3pp | 73.15%-58.4pp |
| Employer contribution / active EE | $2,096 | $2,068+1.4% | $2,839-26.2% | $2,343-10.5% |
| Participant deferral / active EE | $2,929 | $2,695+8.7% | $3,609-18.8% | $3,332-12.1% |
| Admin fee / account holder | $6,138 | $3,584+71.3% | $4,904+25.2% | $4,645+32.1% |