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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 | $45,936 | $58,311-21.2% | $81,882-43.9% | $80,959-43.3% |
| Participation rate | 95.6% | 63.5%+32.1pp | 72.4%+23.2pp | 67.7%+27.9pp |
| Annual return | 16.08% | 41.85%-25.8pp | 779.47%-763.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $2,426 | $2,347+3.4% | $2,916-16.8% | $2,757-12.0% |
| Participant deferral / active EE | $5,576 | $3,287+69.6% | $4,323+29.0% | $4,300+29.7% |
| Admin fee / account holder | $3,726 | $4,752-21.6% | $7,360-49.4% | $6,925-46.2% |