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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 | $45,041 | $61,815-27.1% | $97,295-53.7% | $80,959-44.4% |
| Participation rate | 94.9% | 63.5%+31.4pp | 72.7%+22.2pp | 67.7%+27.2pp |
| Annual return | 19.27% | -558.73%+578.0pp | 75.62%-56.3pp | 35.67%-16.4pp |
| Employer contribution / active EE | $2,965 | $1,836+61.5% | $2,723+8.9% | $2,757+7.5% |
| Participant deferral / active EE | $6,275 | $3,027+107.3% | $4,264+47.2% | $4,300+45.9% |
| Admin fee / account holder | $4,710 | $5,166-8.8% | $5,646-16.6% | $6,925-32.0% |