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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 | $51,638-19.7% | $68,368-39.4% | $82,448-49.7% |
| Participation rate | 97.1% | 63.6%+33.5pp | 73.8%+23.4pp | 68.1%+29.0pp |
| Annual return | 15.57% | 37.53%-22.0pp | 292.57%-277.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,125 | $2,047+3.9% | $2,649-19.8% | $2,551-16.7% |
| Participant deferral / active EE | $2,561 | $2,914-12.1% | $4,123-37.9% | $4,139-38.1% |
| Admin fee / account holder | $1,827 | $4,643-60.6% | $5,150-64.5% | $7,234-74.7% |