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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 | $41,461 | $61,125-32.2% | $94,057-55.9% | $87,485-52.6% |
| Participation rate | 97.1% | 64.1%+33.0pp | 73.3%+23.8pp | 68.9%+28.2pp |
| Annual return | 15.57% | 35.20%-19.6pp | 480.62%-465.0pp | 26.06%-10.5pp |
| Employer contribution / active EE | $2,125 | $2,136-0.5% | $2,933-27.5% | $2,596-18.1% |
| Participant deferral / active EE | $2,561 | $3,260-21.5% | $4,709-45.6% | $4,274-40.1% |
| Admin fee / account holder | $1,827 | $5,629-67.5% | $7,244-74.8% | $7,775-76.5% |