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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 | $44,962 | $55,902-19.6% | $76,030-40.9% | $80,959-44.5% |
| Participation rate | 80.4% | 62.1%+18.4pp | 69.1%+11.4pp | 67.7%+12.8pp |
| Annual return | 21.66% | 20.59%+1.1pp | 361.54%-339.9pp | 35.67%-14.0pp |
| Employer contribution / active EE | $2,011 | $1,867+7.7% | $2,688-25.2% | $2,757-27.1% |
| Participant deferral / active EE | $3,186 | $3,051+4.4% | $4,257-25.2% | $4,300-25.9% |
| Admin fee / account holder | $3,457 | $5,239-34.0% | $6,421-46.2% | $6,925-50.1% |