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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 | $44,604 | $52,279-14.7% | $89,435-50.1% | $79,856-44.1% |
| Participation rate | 81.1% | 57.5%+23.5pp | 68.0%+13.1pp | 69.6%+11.4pp |
| Annual return | 21.11% | 22.16%-1.0pp | 245.55%-224.4pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,815 | $1,572+15.5% | $2,587-29.9% | $2,471-26.6% |
| Participant deferral / active EE | $3,670 | $2,740+33.9% | $3,890-5.7% | $3,741-1.9% |
| Admin fee / account holder | $628 | $3,356-81.3% | $4,884-87.1% | $5,306-88.2% |