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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 | $43,056 | $50,554-14.8% | $67,681-36.4% | $87,485-50.8% |
| Participation rate | 81.4% | 67.7%+13.7pp | 73.7%+7.7pp | 68.9%+12.5pp |
| Annual return | 15.00% | 17.81%-2.8pp | 590.58%-575.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,850 | $1,988-7.0% | $2,678-30.9% | $2,596-28.7% |
| Participant deferral / active EE | $5,898 | $2,961+99.2% | $3,976+48.3% | $4,274+38.0% |
| Admin fee / account holder | $581 | $4,132-85.9% | $6,100-90.5% | $7,775-92.5% |