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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 | $44,817 | $70,430-36.4% | $96,572-53.6% | $85,851-47.8% |
| Participation rate | 98.0% | 61.8%+36.1pp | 69.8%+28.1pp | 69.3%+28.6pp |
| Annual return | 16.57% | 18.58%-2.0pp | 37.79%-21.2pp | 318.63%-302.1pp |
| Employer contribution / active EE | $2,481 | $1,413+75.5% | $2,357+5.2% | $2,565-3.3% |
| Participant deferral / active EE | $3,135 | $2,894+8.3% | $3,850-18.6% | $3,952-20.7% |
| Admin fee / account holder | $28,653 | $4,996+473.5% | $6,183+363.4% | $6,261+357.7% |