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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 | $41,399 | $51,638-19.8% | $68,368-39.4% | $82,448-49.8% |
| Participation rate | 96.9% | 63.6%+33.3pp | 73.8%+23.1pp | 68.1%+28.8pp |
| Annual return | 21.51% | 37.53%-16.0pp | 292.57%-271.1pp | 41.64%-20.1pp |
| Employer contribution / active EE | $6,096 | $2,047+197.9% | $2,649+130.1% | $2,551+139.0% |
| Participant deferral / active EE | $2,990 | $2,914+2.6% | $4,123-27.5% | $4,139-27.8% |
| Admin fee / account holder | $2,904 | $4,643-37.5% | $5,150-43.6% | $7,234-59.9% |