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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 | $45,259 | $53,128-14.8% | $86,582-47.7% | $70,126-35.5% |
| Participation rate | 77.8% | 65.3%+12.5pp | 73.5%+4.2pp | 69.5%+8.2pp |
| Annual return | 21.63% | 27.66%-6.0pp | 965.08%-943.5pp | 73.15%-51.5pp |
| Employer contribution / active EE | $2,038 | $2,068-1.4% | $2,839-28.2% | $2,343-13.0% |
| Participant deferral / active EE | $4,081 | $2,695+51.4% | $3,609+13.1% | $3,332+22.5% |
| Admin fee / account holder | $4,415 | $3,584+23.2% | $4,904-10.0% | $4,645-5.0% |