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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 | $41,516 | $48,011-13.5% | $63,803-34.9% | $82,637-49.8% |
| Participation rate | 86.4% | 66.6%+19.9pp | 72.7%+13.7pp | 68.1%+18.4pp |
| Annual return | 16.34% | 19.84%-3.5pp | 543.72%-527.4pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2,283 | $1,904+19.9% | $2,532-9.8% | $2,552-10.5% |
| Participant deferral / active EE | $3,034 | $2,846+6.6% | $3,843-21.1% | $4,126-26.5% |
| Admin fee / account holder | $657 | $3,873-83.0% | $5,196-87.3% | $7,339-91.0% |