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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 | $42,151 | $50,554-16.6% | $67,681-37.7% | $87,485-51.8% |
| Participation rate | 85.7% | 67.7%+18.0pp | 73.7%+12.0pp | 68.9%+16.8pp |
| Annual return | 14.00% | 17.81%-3.8pp | 590.58%-576.6pp | 26.06%-12.1pp |
| Employer contribution / active EE | $2,704 | $1,988+36.0% | $2,678+1.0% | $2,596+4.2% |
| Participant deferral / active EE | $4,379 | $2,961+47.9% | $3,976+10.1% | $4,274+2.5% |
| Admin fee / account holder | $3,746 | $4,132-9.4% | $6,100-38.6% | $7,775-51.8% |