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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 | $45,776 | $58,258-21.4% | $81,820-44.1% | $80,925-43.4% |
| Participation rate | 92.5% | 63.5%+29.0pp | 72.4%+20.1pp | 67.7%+24.8pp |
| Annual return | 12.25% | 41.76%-29.5pp | 777.93%-765.7pp | 35.65%-23.4pp |
| Employer contribution / active EE | $2,374 | $2,345+1.2% | $2,915-18.6% | $2,756-13.9% |
| Participant deferral / active EE | $3,825 | $3,284+16.5% | $4,323-11.5% | $4,299-11.0% |
| Admin fee / account holder | $15,952 | $4,976+220.6% | $7,391+115.8% | $6,940+129.9% |