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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 | $43,399 | $52,581-17.5% | $130,788-66.8% | $64,340-32.5% |
| Participation rate | 92.0% | 46.5%+45.5pp | 70.1%+21.9pp | 55.2%+36.8pp |
| Annual return | 12.63% | 20.39%-7.8pp | 386.44%-373.8pp | 24.14%-11.5pp |
| Employer contribution / active EE | $1,179 | $1,031+14.3% | $3,558-66.9% | $1,862-36.7% |
| Participant deferral / active EE | $3,981 | $2,200+80.9% | $4,137-3.8% | $2,980+33.6% |
| Admin fee / account holder | $3,688 | $4,583-19.5% | $6,673-44.7% | $3,703-0.4% |