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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 | $58,241-37.8% | $81,780-55.7% | $80,911-55.2% |
| Participation rate | 82.8% | 63.4%+19.3pp | 72.4%+10.4pp | 67.6%+15.1pp |
| Annual return | 17.90% | 41.73%-23.8pp | 776.27%-758.4pp | 35.63%-17.7pp |
| Employer contribution / active EE | $1,770 | $2,343-24.5% | $2,914-39.3% | $2,756-35.8% |
| Participant deferral / active EE | $3,398 | $3,283+3.5% | $4,321-21.4% | $4,297-20.9% |
| Admin fee / account holder | $1,843 | $4,973-62.9% | $7,384-75.0% | $6,935-73.4% |