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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 | $58,234-37.2% | $81,783-55.3% | $80,874-54.8% |
| Participation rate | 88.1% | 63.4%+24.7pp | 72.4%+15.7pp | 67.6%+20.4pp |
| Annual return | 13.36% | 41.70%-28.3pp | 775.05%-761.7pp | 35.62%-22.3pp |
| Employer contribution / active EE | $2,157 | $2,341-7.9% | $2,913-26.0% | $2,756-21.7% |
| Participant deferral / active EE | $3,369 | $3,283+2.6% | $4,320-22.0% | $4,297-21.6% |
| Admin fee / account holder | $3,283 | $4,982-34.1% | $7,380-55.5% | $6,935-52.7% |