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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 | $46,950 | $61,125-23.2% | $94,057-50.1% | $87,485-46.3% |
| Participation rate | 88.4% | 64.1%+24.3pp | 73.3%+15.0pp | 68.9%+19.4pp |
| Annual return | 13.46% | 35.20%-21.7pp | 480.62%-467.2pp | 26.06%-12.6pp |
| Employer contribution / active EE | $2,145 | $2,136+0.4% | $2,933-26.9% | $2,596-17.4% |
| Participant deferral / active EE | $4,024 | $3,260+23.4% | $4,709-14.6% | $4,274-5.8% |
| Admin fee / account holder | $2,631 | $5,629-53.3% | $7,244-63.7% | $7,775-66.2% |