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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 | $44,307 | $68,681-35.5% | $86,625-48.9% | $85,851-48.4% |
| Participation rate | 87.5% | 66.4%+21.1pp | 71.6%+15.9pp | 69.3%+18.2pp |
| Annual return | 11.65% | 20.12%-8.5pp | 63.52%-51.9pp | 318.63%-307.0pp |
| Employer contribution / active EE | $2,108 | $1,880+12.1% | $2,496-15.5% | $2,565-17.8% |
| Participant deferral / active EE | $3,406 | $2,919+16.7% | $3,700-7.9% | $3,952-13.8% |
| Admin fee / account holder | $5,642 | $5,974-5.6% | $5,830-3.2% | $6,261-9.9% |