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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 | $48,011-10.3% | $63,803-32.5% | $82,637-47.9% |
| Participation rate | 82.1% | 66.6%+15.5pp | 72.7%+9.3pp | 68.1%+14.0pp |
| Annual return | 11.40% | 19.84%-8.4pp | 543.72%-532.3pp | 53.51%-42.1pp |
| Employer contribution / active EE | $2,851 | $1,904+49.8% | $2,532+12.6% | $2,552+11.7% |
| Participant deferral / active EE | $4,802 | $2,846+68.7% | $3,843+24.9% | $4,126+16.4% |
| Admin fee / account holder | $3,163 | $3,873-18.3% | $5,196-39.1% | $7,339-56.9% |