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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 | $45,472 | $48,364-6.0% | $71,796-36.7% | $62,881-27.7% |
| Participation rate | 84.3% | 60.6%+23.7pp | 69.1%+15.2pp | 69.3%+15.0pp |
| Annual return | 7.83% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,360 | $1,042+126.5% | $1,924+22.6% | $2,281+3.5% |
| Participant deferral / active EE | $3,985 | $2,091+90.5% | $2,794+42.6% | $3,203+24.4% |
| Admin fee / account holder | $372 | $3,771-90.1% | $4,815-92.3% | $4,296-91.3% |