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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 | $37,012 | $58,311-36.5% | $81,882-54.8% | $80,959-54.3% |
| Participation rate | 91.8% | 63.5%+28.3pp | 72.4%+19.4pp | 67.7%+24.1pp |
| Annual return | 11.50% | 41.85%-30.3pp | 779.47%-768.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $2,230 | $2,347-5.0% | $2,916-23.5% | $2,757-19.1% |
| Participant deferral / active EE | $5,635 | $3,287+71.4% | $4,323+30.3% | $4,300+31.0% |
| Admin fee / account holder | $2,802 | $4,752-41.0% | $7,360-61.9% | $6,925-59.5% |