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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 | $43,065 | $50,554-14.8% | $67,681-36.4% | $87,485-50.8% |
| Participation rate | 82.1% | 67.7%+14.3pp | 73.7%+8.3pp | 68.9%+13.1pp |
| Annual return | 11.40% | 17.81%-6.4pp | 590.58%-579.2pp | 26.06%-14.7pp |
| Employer contribution / active EE | $2,851 | $1,988+43.4% | $2,678+6.5% | $2,596+9.8% |
| Participant deferral / active EE | $4,802 | $2,961+62.1% | $3,976+20.8% | $4,274+12.4% |
| Admin fee / account holder | $3,163 | $4,132-23.5% | $6,100-48.1% | $7,775-59.3% |