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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 | $54,491 | $58,311-6.6% | $81,882-33.5% | $80,959-32.7% |
| Participation rate | 96.1% | 63.5%+32.6pp | 72.4%+23.7pp | 67.7%+28.4pp |
| Annual return | 17.89% | 41.85%-24.0pp | 779.47%-761.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $2,313 | $2,347-1.4% | $2,916-20.7% | $2,757-16.1% |
| Participant deferral / active EE | $3,471 | $3,287+5.6% | $4,323-19.7% | $4,300-19.3% |
| Admin fee / account holder | $1,413 | $4,752-70.3% | $7,360-80.8% | $6,925-79.6% |