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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 | $32,756 | $55,930-41.4% | $76,089-56.9% | $80,925-59.5% |
| Participation rate | 82.1% | 62.1%+20.1pp | 69.1%+13.1pp | 67.7%+14.5pp |
| Annual return | 18.12% | 20.58%-2.5pp | 360.94%-342.8pp | 35.65%-17.5pp |
| Employer contribution / active EE | $2,705 | $1,866+44.9% | $2,690+0.5% | $2,756-1.9% |
| Participant deferral / active EE | $5,274 | $3,051+72.9% | $4,259+23.8% | $4,299+22.7% |
| Admin fee / account holder | $2,331 | $5,241-55.5% | $6,418-63.7% | $6,940-66.4% |