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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 | $45,073 | $106,267-57.6% | $96,520-53.3% | $139,456-67.7% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 16.45% | 38.45%-22.0pp | 35.72%-19.3pp | 373.45%-357.0pp |
| Employer contribution / active EE | $2,968 | $4,105-27.7% | $3,739-20.6% | $4,753-37.5% |
| Participant deferral / active EE | $7,240 | $5,454+32.7% | $4,879+48.4% | $6,711+7.9% |
| Admin fee / account holder | $1,461 | $7,882-81.5% | $6,733-78.3% | $11,407-87.2% |