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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 | $33,802 | $58,258-42.0% | $81,820-58.7% | $80,925-58.2% |
| Participation rate | 73.3% | 63.5%+9.8pp | 72.4%+0.9pp | 67.7%+5.6pp |
| Annual return | 14.25% | 41.76%-27.5pp | 777.93%-763.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,230 | $2,345-4.9% | $2,915-23.5% | $2,756-19.1% |
| Participant deferral / active EE | $5,778 | $3,284+76.0% | $4,323+33.7% | $4,299+34.4% |
| Admin fee / account holder | $9,536 | $4,976+91.6% | $7,391+29.0% | $6,940+37.4% |