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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 | $37,539 | $53,837-30.3% | $75,714-50.4% | $85,847-56.3% |
| Participation rate | 78.2% | 69.1%+9.1pp | 74.8%+3.3pp | 69.3%+8.9pp |
| Annual return | 29.57% | 24.54%+5.0pp | 104.62%-75.0pp | 318.61%-289.0pp |
| Employer contribution / active EE | $2,922 | $2,017+44.8% | $2,744+6.5% | $2,565+13.9% |
| Participant deferral / active EE | $2,931 | $2,895+1.2% | $3,820-23.3% | $3,952-25.8% |
| Admin fee / account holder | $2,282 | $3,339-31.7% | $3,619-36.9% | $6,261-63.5% |