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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 | $39,485 | $45,152-12.6% | $73,836-46.5% | $59,633-33.8% |
| Participation rate | 71.4% | 64.0%+7.4pp | 73.4%-2.0pp | 68.7%+2.8pp |
| Annual return | 3.36% | 27.40%-24.0pp | 2268.06%-2264.7pp | 2041.45%-2038.1pp |
| Employer contribution / active EE | $1,403 | $1,901-26.2% | $2,787-49.7% | $2,203-36.3% |
| Participant deferral / active EE | $3,361 | $2,573+30.6% | $3,583-6.2% | $3,192+5.3% |
| Admin fee / account holder | $3,206 | $3,515-8.8% | $4,882-34.3% | $4,297-25.4% |