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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 | $34,962 | $93,617-62.7% | $135,982-74.3% | $75,177-53.5% |
| Participation rate | 94.5% | 75.2%+19.3pp | 81.9%+12.6pp | 67.2%+27.3pp |
| Annual return | 26.65% | 30.89%-4.2pp | 68.32%-41.7pp | 160.75%-134.1pp |
| Employer contribution / active EE | $3,813 | $3,538+7.8% | $4,859-21.5% | $2,671+42.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,580 | $6,980-77.4% | $10,767-85.3% | $5,651-72.0% |