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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 | $56,060-19.8% | $76,002-40.8% | $80,874-44.4% |
| Participation rate | 80.4% | 62.0%+18.4pp | 69.1%+11.4pp | 67.6%+12.8pp |
| Annual return | 21.66% | 20.54%+1.1pp | 360.07%-338.4pp | 35.62%-14.0pp |
| Employer contribution / active EE | $2,011 | $1,873+7.3% | $2,688-25.2% | $2,756-27.0% |
| Participant deferral / active EE | $3,186 | $3,051+4.4% | $4,257-25.2% | $4,297-25.9% |
| Admin fee / account holder | $3,457 | $5,237-34.0% | $6,414-46.1% | $6,935-50.2% |