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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 | $43,304 | $68,681-36.9% | $86,625-50.0% | $85,851-49.6% |
| Participation rate | 87.0% | 66.4%+20.7pp | 71.6%+15.4pp | 69.3%+17.7pp |
| Annual return | 12.41% | 20.12%-7.7pp | 63.52%-51.1pp | 318.63%-306.2pp |
| Employer contribution / active EE | $3,268 | $1,880+73.8% | $2,496+30.9% | $2,565+27.4% |
| Participant deferral / active EE | $6,353 | $2,919+117.6% | $3,700+71.7% | $3,952+60.7% |
| Admin fee / account holder | $5,281 | $5,974-11.6% | $5,830-9.4% | $6,261-15.6% |