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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 | $38,887 | $48,053-19.1% | $84,628-54.0% | $72,975-46.7% |
| Participation rate | 90.7% | 57.6%+33.1pp | 68.2%+22.5pp | 69.5%+21.2pp |
| Annual return | 21.83% | 37.39%-15.6pp | 258.80%-237.0pp | 81.01%-59.2pp |
| Employer contribution / active EE | $2,962 | $1,602+84.9% | $2,653+11.7% | $2,440+21.4% |
| Participant deferral / active EE | $3,768 | $2,681+40.6% | $3,900-3.4% | $3,608+4.4% |
| Admin fee / account holder | $3,168 | $3,395-6.7% | $4,914-35.5% | $5,124-38.2% |