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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 | $34,289 | $53,128-35.5% | $86,582-60.4% | $70,126-51.1% |
| Participation rate | 71.4% | 65.3%+6.1pp | 73.5%-2.1pp | 69.5%+1.9pp |
| Annual return | 16.06% | 27.66%-11.6pp | 965.08%-949.0pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,952 | $2,068+42.8% | $2,839+4.0% | $2,343+26.0% |
| Participant deferral / active EE | $2,289 | $2,695-15.1% | $3,609-36.6% | $3,332-31.3% |
| Admin fee / account holder | $4,650 | $3,584+29.7% | $4,904-5.2% | $4,645+0.1% |