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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 | $43,611 | $102,595-57.5% | $94,057-53.6% | $154,746-71.8% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 16.54% | 583.42%-566.9pp | 480.62%-464.1pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,431 | $3,147-22.8% | $2,933-17.1% | $4,379-44.5% |
| Participant deferral / active EE | $5,313 | $5,118+3.8% | $4,709+12.8% | $6,730-21.1% |
| Admin fee / account holder | $599 | $7,736-92.3% | $7,244-91.7% | $14,365-95.8% |