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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 | $36,208 | $58,275-37.9% | $81,844-55.8% | $80,935-55.3% |
| Participation rate | 82.8% | 63.5%+19.3pp | 72.4%+10.4pp | 67.7%+15.1pp |
| Annual return | 17.90% | 41.82%-23.9pp | 778.87%-761.0pp | 35.66%-17.8pp |
| Employer contribution / active EE | $1,770 | $2,346-24.5% | $2,916-39.3% | $2,757-35.8% |
| Participant deferral / active EE | $3,398 | $3,285+3.4% | $4,323-21.4% | $4,299-21.0% |
| Admin fee / account holder | $1,843 | $4,749-61.2% | $7,355-74.9% | $6,924-73.4% |