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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 | $43,497 | $101,063-57.0% | $81,473-46.6% | $147,586-70.5% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 19.64% | 32.41%-12.8pp | 38.78%-19.1pp | 578.59%-559.0pp |
| Employer contribution / active EE | $2,314 | $3,206-27.8% | $2,568-9.9% | $4,876-52.5% |
| Participant deferral / active EE | $3,931 | $4,242-7.3% | $3,537+11.2% | $5,439-27.7% |
| Admin fee / account holder | $1,439 | $5,812-75.2% | $4,561-68.4% | $10,886-86.8% |