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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 | $41,900 | $88,672-52.7% | $105,223-60.2% | $82,448-49.2% |
| Participation rate | 80.9% | 67.9%+12.9pp | 75.0%+5.8pp | 68.1%+12.8pp |
| Annual return | 16.01% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,312 | $3,048+8.7% | $3,689-10.2% | $2,551+29.8% |
| Participant deferral / active EE | $2,889 | $4,036-28.4% | $5,072-43.0% | $4,139-30.2% |
| Admin fee / account holder | $3,297 | $7,146-53.9% | $8,859-62.8% | $7,234-54.4% |