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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 | $40,346 | $63,845-36.8% | $81,370-50.4% | $80,959-50.2% |
| Participation rate | 76.9% | 63.9%+13.0pp | 69.5%+7.4pp | 67.7%+9.3pp |
| Annual return | 90.52% | 16.37%+74.1pp | 24.85%+65.7pp | 35.67%+54.9pp |
| Employer contribution / active EE | $2,446 | $1,980+23.5% | $2,464-0.7% | $2,757-11.3% |
| Participant deferral / active EE | $8,018 | $3,093+159.2% | $3,885+106.4% | $4,300+86.4% |
| Admin fee / account holder | $2,976 | $5,688-47.7% | $5,749-48.2% | $6,925-57.0% |