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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 | $21,936 | $51,638-57.5% | $68,368-67.9% | $82,448-73.4% |
| Participation rate | 79.8% | 63.6%+16.2pp | 73.8%+6.0pp | 68.1%+11.7pp |
| Annual return | 27.43% | 37.53%-10.1pp | 292.57%-265.1pp | 41.64%-14.2pp |
| Employer contribution / active EE | $2,239 | $2,047+9.4% | $2,649-15.5% | $2,551-12.2% |
| Participant deferral / active EE | $3,901 | $2,914+33.9% | $4,123-5.4% | $4,139-5.8% |
| Admin fee / account holder | $2,250 | $4,643-51.5% | $5,150-56.3% | $7,234-68.9% |