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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 | $45,694 | $56,063-18.5% | $76,051-39.9% | $80,911-43.5% |
| Participation rate | 97.0% | 62.0%+34.9pp | 69.1%+27.9pp | 67.6%+29.3pp |
| Annual return | 13.75% | 20.54%-6.8pp | 360.42%-346.7pp | 35.63%-21.9pp |
| Employer contribution / active EE | $3,094 | $1,874+65.1% | $2,690+15.0% | $2,756+12.3% |
| Participant deferral / active EE | $3,706 | $3,052+21.4% | $4,257-13.0% | $4,297-13.8% |
| Admin fee / account holder | $2,527 | $5,240-51.8% | $6,416-60.6% | $6,935-63.6% |