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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 | $58,311-26.1% | $81,882-47.4% | $80,959-46.8% |
| Participation rate | 83.5% | 63.5%+20.0pp | 72.4%+11.1pp | 67.7%+15.8pp |
| Annual return | 14.96% | 41.85%-26.9pp | 779.47%-764.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $2,665 | $2,347+13.6% | $2,916-8.6% | $2,757-3.3% |
| Participant deferral / active EE | $5,449 | $3,287+65.8% | $4,323+26.0% | $4,300+26.7% |
| Admin fee / account holder | $4,045 | $4,752-14.9% | $7,360-45.0% | $6,925-41.6% |