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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 | $24,437 | $51,638-52.7% | $68,368-64.3% | $82,448-70.4% |
| Participation rate | 75.8% | 63.6%+12.1pp | 73.8%+2.0pp | 68.1%+7.7pp |
| Annual return | 19.55% | 37.53%-18.0pp | 292.57%-273.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $3,580 | $2,047+74.9% | $2,649+35.2% | $2,551+40.3% |
| Participant deferral / active EE | $3,742 | $2,914+28.4% | $4,123-9.2% | $4,139-9.6% |
| Admin fee / account holder | $372 | $4,643-92.0% | $5,150-92.8% | $7,234-94.9% |