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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 | $43,227 | $49,177-12.1% | $79,467-45.6% | $64,173-32.6% |
| Participation rate | 98.8% | 65.0%+33.7pp | 73.3%+25.4pp | 69.6%+29.2pp |
| Annual return | 12.07% | -1.16%+13.2pp | 718.30%-706.2pp | 7.63%+4.4pp |
| Employer contribution / active EE | $3,916 | $2,076+88.6% | $2,800+39.8% | $2,381+64.5% |
| Participant deferral / active EE | $2,683 | $2,821-4.9% | $3,704-27.6% | $3,470-22.7% |
| Admin fee / account holder | $1,187 | $3,839-69.1% | $5,104-76.8% | $4,887-75.7% |