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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 | $38,623 | $61,815-37.5% | $97,295-60.3% | $80,959-52.3% |
| Participation rate | 80.0% | 63.5%+16.5pp | 72.7%+7.3pp | 67.7%+12.3pp |
| Annual return | 15.20% | -558.73%+573.9pp | 75.62%-60.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $2,401 | $1,836+30.7% | $2,723-11.8% | $2,757-12.9% |
| Participant deferral / active EE | $4,273 | $3,027+41.2% | $4,264+0.2% | $4,300-0.6% |
| Admin fee / account holder | $2,674 | $5,166-48.2% | $5,646-52.6% | $6,925-61.4% |