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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 | $38,525 | $86,288-55.4% | $111,306-65.4% | $85,851-55.1% |
| Participation rate | 91.9% | 73.3%+18.6pp | 77.3%+14.6pp | 69.3%+22.6pp |
| Annual return | 15.60% | 19.99%-4.4pp | 54.67%-39.1pp | 318.63%-303.0pp |
| Employer contribution / active EE | $1,153 | $2,044-43.6% | $2,732-57.8% | $2,565-55.0% |
| Participant deferral / active EE | $4,538 | $3,641+24.6% | $4,488+1.1% | $3,952+14.8% |
| Admin fee / account holder | $3,589 | $8,189-56.2% | $7,966-54.9% | $6,261-42.7% |