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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 | $36,565 | $58,311-37.3% | $81,882-55.3% | $80,959-54.8% |
| Participation rate | 88.1% | 63.5%+24.6pp | 72.4%+15.7pp | 67.7%+20.4pp |
| Annual return | 13.36% | 41.85%-28.5pp | 779.47%-766.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $2,157 | $2,347-8.1% | $2,916-26.0% | $2,757-21.8% |
| Participant deferral / active EE | $3,369 | $3,287+2.5% | $4,323-22.1% | $4,300-21.7% |
| Admin fee / account holder | $3,283 | $4,752-30.9% | $7,360-55.4% | $6,925-52.6% |