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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 | $51,638-9.1% | $68,368-31.3% | $82,448-43.1% |
| Participation rate | 88.4% | 63.6%+24.8pp | 73.8%+14.6pp | 68.1%+20.3pp |
| Annual return | 13.46% | 37.53%-24.1pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,145 | $2,047+4.8% | $2,649-19.0% | $2,551-15.9% |
| Participant deferral / active EE | $4,024 | $2,914+38.1% | $4,123-2.4% | $4,139-2.8% |
| Admin fee / account holder | $2,631 | $4,643-43.3% | $5,150-48.9% | $7,234-63.6% |