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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 | $42,327 | $110,212-61.6% | $96,534-56.2% | $139,466-69.7% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.1pp | 80.3%+13.8pp |
| Annual return | 16.69% | 26.42%-9.7pp | 25.88%-9.2pp | 373.66%-357.0pp |
| Employer contribution / active EE | $3,503 | $3,620-3.2% | $2,965+18.1% | $4,754-26.3% |
| Participant deferral / active EE | $5,675 | $5,547+2.3% | $4,851+17.0% | $6,712-15.4% |
| Admin fee / account holder | $2,220 | $11,599-80.9% | $8,253-73.1% | $11,409-80.5% |