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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 | $38,983 | $58,311-33.1% | $81,882-52.4% | $80,959-51.8% |
| Participation rate | 86.1% | 63.5%+22.6pp | 72.4%+13.7pp | 67.7%+18.4pp |
| Annual return | 12.52% | 41.85%-29.3pp | 779.47%-767.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,103 | $2,347-10.4% | $2,916-27.9% | $2,757-23.7% |
| Participant deferral / active EE | $4,241 | $3,287+29.0% | $4,323-1.9% | $4,300-1.4% |
| Admin fee / account holder | $1,524 | $4,752-67.9% | $7,360-79.3% | $6,925-78.0% |