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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 | $45,261 | $70,366-35.7% | $66,674-32.1% | $138,895-67.4% |
| Participation rate | 94.4% | 76.2%+18.3pp | 73.7%+20.8pp | 79.9%+14.5pp |
| Annual return | 18.12% | 386.41%-368.3pp | 321.24%-303.1pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,805 | $2,765+1.5% | $2,620+7.1% | $4,194-33.1% |
| Participant deferral / active EE | $6,761 | $4,374+54.6% | $4,084+65.6% | $6,396+5.7% |
| Admin fee / account holder | $12,922 | $5,262+145.5% | $5,098+153.5% | $12,562+2.9% |