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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 | $41,783 | $89,259-53.2% | $107,187-61.0% | $82,637-49.4% |
| Participation rate | 92.0% | 67.9%+24.1pp | 75.0%+17.0pp | 68.1%+23.9pp |
| Annual return | 13.65% | 21.02%-7.4pp | 204.55%-190.9pp | 53.51%-39.9pp |
| Employer contribution / active EE | $5,841 | $3,080+89.7% | $3,782+54.4% | $2,552+128.9% |
| Participant deferral / active EE | $2,592 | $4,037-35.8% | $5,096-49.1% | $4,126-37.2% |
| Admin fee / account holder | $4,296 | $7,381-41.8% | $9,162-53.1% | $7,339-41.5% |