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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 | $31,817 | $58,275-45.4% | $81,844-61.1% | $80,935-60.7% |
| Participation rate | 77.8% | 63.5%+14.3pp | 72.4%+5.4pp | 67.7%+10.1pp |
| Annual return | 15.40% | 41.82%-26.4pp | 778.87%-763.5pp | 35.66%-20.3pp |
| Employer contribution / active EE | $2,415 | $2,346+2.9% | $2,916-17.2% | $2,757-12.4% |
| Participant deferral / active EE | $3,996 | $3,285+21.6% | $4,323-7.6% | $4,299-7.1% |
| Admin fee / account holder | $1,732 | $4,749-63.5% | $7,355-76.4% | $6,924-75.0% |