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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 | $44,013 | $51,638-14.8% | $68,368-35.6% | $82,448-46.6% |
| Participation rate | 83.8% | 63.6%+20.2pp | 73.8%+10.0pp | 68.1%+15.7pp |
| Annual return | 30.52% | 37.53%-7.0pp | 292.57%-262.1pp | 41.64%-11.1pp |
| Employer contribution / active EE | $2,815 | $2,047+37.5% | $2,649+6.3% | $2,551+10.3% |
| Participant deferral / active EE | $4,468 | $2,914+53.4% | $4,123+8.4% | $4,139+8.0% |
| Admin fee / account holder | $324 | $4,643-93.0% | $5,150-93.7% | $7,234-95.5% |