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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 | $39,331 | $53,127-26.0% | $86,587-54.6% | $70,131-43.9% |
| Participation rate | 81.1% | 65.3%+15.8pp | 73.5%+7.6pp | 69.5%+11.6pp |
| Annual return | 17.48% | 27.66%-10.2pp | 964.86%-947.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,469 | $2,068+19.4% | $2,839-13.0% | $2,342+5.4% |
| Participant deferral / active EE | $3,881 | $2,696+44.0% | $3,609+7.5% | $3,332+16.5% |
| Admin fee / account holder | $2,320 | $3,585-35.3% | $4,906-52.7% | $4,645-50.1% |