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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 | $36,044 | $69,248-47.9% | $64,101-43.8% | $139,466-74.2% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 17.49% | 45.95%-28.5pp | 33.72%-16.2pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,704 | $3,185-46.5% | $2,749-38.0% | $4,754-64.2% |
| Participant deferral / active EE | $3,615 | $4,682-22.8% | $3,881-6.8% | $6,712-46.1% |
| Admin fee / account holder | $2,645 | $4,247-37.7% | $3,070-13.8% | $11,409-76.8% |