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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 | $41,775 | $58,241-28.3% | $81,780-48.9% | $80,911-48.4% |
| Participation rate | 86.6% | 63.4%+23.1pp | 72.4%+14.2pp | 67.6%+18.9pp |
| Annual return | 17.57% | 41.73%-24.2pp | 776.27%-758.7pp | 35.63%-18.1pp |
| Employer contribution / active EE | $2,084 | $2,343-11.1% | $2,914-28.5% | $2,756-24.4% |
| Participant deferral / active EE | $4,243 | $3,283+29.3% | $4,321-1.8% | $4,297-1.3% |
| Admin fee / account holder | $5,142 | $4,973+3.4% | $7,384-30.4% | $6,935-25.8% |