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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 | $44,363 | $53,128-16.5% | $86,582-48.8% | $70,126-36.7% |
| Participation rate | 75.6% | 65.3%+10.3pp | 73.5%+2.1pp | 69.5%+6.1pp |
| Annual return | 13.24% | 27.66%-14.4pp | 965.08%-951.8pp | 73.15%-59.9pp |
| Employer contribution / active EE | $2,138 | $2,068+3.4% | $2,839-24.7% | $2,343-8.7% |
| Participant deferral / active EE | $3,062 | $2,695+13.6% | $3,609-15.1% | $3,332-8.1% |
| Admin fee / account holder | $2,400 | $3,584-33.0% | $4,904-51.1% | $4,645-48.3% |