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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 | $33,781 | $53,128-36.4% | $86,582-61.0% | $70,126-51.8% |
| Participation rate | 82.4% | 65.3%+17.0pp | 73.5%+8.8pp | 69.5%+12.8pp |
| Annual return | 14.31% | 27.66%-13.4pp | 965.08%-950.8pp | 73.15%-58.8pp |
| Employer contribution / active EE | $2,756 | $2,068+33.3% | $2,839-2.9% | $2,343+17.7% |
| Participant deferral / active EE | $3,996 | $2,695+48.3% | $3,609+10.7% | $3,332+19.9% |
| Admin fee / account holder | $5,133 | $3,584+43.2% | $4,904+4.7% | $4,645+10.5% |