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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 | $39,914 | $88,672-55.0% | $105,223-62.1% | $82,448-51.6% |
| Participation rate | 86.7% | 67.9%+18.7pp | 75.0%+11.6pp | 68.1%+18.6pp |
| Annual return | 23.79% | 30.86%-7.1pp | 180.65%-156.9pp | 41.64%-17.9pp |
| Employer contribution / active EE | $3,242 | $3,048+6.4% | $3,689-12.1% | $2,551+27.1% |
| Participant deferral / active EE | $6,347 | $4,036+57.3% | $5,072+25.1% | $4,139+53.3% |
| Admin fee / account holder | $4,300 | $7,146-39.8% | $8,859-51.5% | $7,234-40.6% |