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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 | $43,084 | $58,258-26.0% | $81,820-47.3% | $80,925-46.8% |
| Participation rate | 83.5% | 63.5%+20.1pp | 72.4%+11.1pp | 67.7%+15.9pp |
| Annual return | 14.96% | 41.76%-26.8pp | 777.93%-763.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $2,665 | $2,345+13.6% | $2,915-8.6% | $2,756-3.3% |
| Participant deferral / active EE | $5,449 | $3,284+65.9% | $4,323+26.1% | $4,299+26.8% |
| Admin fee / account holder | $4,045 | $4,976-18.7% | $7,391-45.3% | $6,940-41.7% |