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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 | $58,241-45.4% | $81,780-61.1% | $80,911-60.7% |
| Participation rate | 77.8% | 63.4%+14.3pp | 72.4%+5.4pp | 67.6%+10.1pp |
| Annual return | 15.40% | 41.73%-26.3pp | 776.27%-760.9pp | 35.63%-20.2pp |
| Employer contribution / active EE | $2,415 | $2,343+3.0% | $2,914-17.1% | $2,756-12.4% |
| Participant deferral / active EE | $3,996 | $3,283+21.7% | $4,321-7.5% | $4,297-7.0% |
| Admin fee / account holder | $1,732 | $4,973-65.2% | $7,384-76.5% | $6,935-75.0% |