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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 | $33,830 | $48,011-29.5% | $63,803-47.0% | $82,637-59.1% |
| Participation rate | 85.7% | 66.6%+19.1pp | 72.7%+13.0pp | 68.1%+17.7pp |
| Annual return | 18.10% | 19.84%-1.7pp | 543.72%-525.6pp | 53.51%-35.4pp |
| Employer contribution / active EE | $2,206 | $1,904+15.9% | $2,532-12.9% | $2,552-13.6% |
| Participant deferral / active EE | $2,206 | $2,846-22.5% | $3,843-42.6% | $4,126-46.5% |
| Admin fee / account holder | $2,350 | $3,873-39.3% | $5,196-54.8% | $7,339-68.0% |