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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 | $42,658 | $53,128-19.7% | $86,582-50.7% | $70,126-39.2% |
| Participation rate | 81.3% | 65.3%+15.9pp | 73.5%+7.7pp | 69.5%+11.7pp |
| Annual return | 17.09% | 27.66%-10.6pp | 965.08%-948.0pp | 73.15%-56.1pp |
| Employer contribution / active EE | $3,390 | $2,068+63.9% | $2,839+19.4% | $2,343+44.7% |
| Participant deferral / active EE | $4,201 | $2,695+55.9% | $3,609+16.4% | $3,332+26.1% |
| Admin fee / account holder | $2,049 | $3,584-42.8% | $4,904-58.2% | $4,645-55.9% |