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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 | $38,179 | $49,976-23.6% | $66,674-42.7% | $82,637-53.8% |
| Participation rate | 93.8% | 63.1%+30.7pp | 73.7%+20.1pp | 68.1%+25.7pp |
| Annual return | 18.39% | 39.09%-20.7pp | 321.24%-302.9pp | 53.51%-35.1pp |
| Employer contribution / active EE | $3,122 | $1,988+57.0% | $2,620+19.2% | $2,552+22.3% |
| Participant deferral / active EE | $7,333 | $2,847+157.6% | $4,084+79.5% | $4,126+77.7% |
| Admin fee / account holder | $2,663 | $4,594-42.0% | $5,098-47.8% | $7,339-63.7% |