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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 | $38,808 | $51,638-24.8% | $68,368-43.2% | $82,448-52.9% |
| Participation rate | 97.1% | 63.6%+33.4pp | 73.8%+23.3pp | 68.1%+29.0pp |
| Annual return | 24.72% | 37.53%-12.8pp | 292.57%-267.9pp | 41.64%-16.9pp |
| Employer contribution / active EE | $2,952 | $2,047+44.2% | $2,649+11.4% | $2,551+15.7% |
| Participant deferral / active EE | $5,079 | $2,914+74.3% | $4,123+23.2% | $4,139+22.7% |
| Admin fee / account holder | $1,835 | $4,643-60.5% | $5,150-64.4% | $7,234-74.6% |