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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 | $37,869 | $58,258-35.0% | $81,820-53.7% | $80,925-53.2% |
| Participation rate | 85.7% | 63.5%+22.3pp | 72.4%+13.3pp | 67.7%+18.1pp |
| Annual return | 13.07% | 41.76%-28.7pp | 777.93%-764.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,664 | $2,345-29.1% | $2,915-42.9% | $2,756-39.6% |
| Participant deferral / active EE | $2,551 | $3,284-22.3% | $4,323-41.0% | $4,299-40.7% |
| Admin fee / account holder | $4,097 | $4,976-17.7% | $7,391-44.6% | $6,940-41.0% |