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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 | $28,116 | $22,602+24.4% | $65,583-57.1% | $75,177-62.6% |
| Participation rate | 74.5% | 63.1%+11.5pp | 65.0%+9.6pp | 67.2%+7.3pp |
| Annual return | 17.94% | 71.13%-53.2pp | 47.46%-29.5pp | 160.75%-142.8pp |
| Employer contribution / active EE | $2,642 | $941+180.8% | $1,692+56.1% | $2,671-1.1% |
| Participant deferral / active EE | $4,153 | $1,695+145.1% | $2,833+46.6% | $4,126+0.6% |
| Admin fee / account holder | $8,524 | $1,877+354.1% | $4,112+107.3% | $5,651+50.8% |