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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 | $43,346 | $81,208-46.6% | $98,916-56.2% | $79,858-45.7% |
| Participation rate | 95.1% | 72.5%+22.6pp | 76.0%+19.1pp | 69.6%+25.5pp |
| Annual return | 12.37% | 60.99%-48.6pp | 196.45%-184.1pp | 31.72%-19.4pp |
| Employer contribution / active EE | $1,170 | $1,960-40.3% | $2,689-56.5% | $2,471-52.6% |
| Participant deferral / active EE | $3,229 | $3,265-1.1% | $4,245-23.9% | $3,740-13.7% |
| Admin fee / account holder | $3,442 | $6,013-42.8% | $6,642-48.2% | $5,306-35.1% |