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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 | $47,479-11.2% | $62,929-33.0% | $82,448-48.9% |
| Participation rate | 85.7% | 66.9%+18.8pp | 73.1%+12.6pp | 68.1%+17.6pp |
| Annual return | 14.00% | 20.34%-6.3pp | 1063.93%-1049.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,704 | $1,885+43.4% | $2,505+8.0% | $2,551+6.0% |
| Participant deferral / active EE | $4,379 | $2,870+52.6% | $3,888+12.6% | $4,139+5.8% |
| Admin fee / account holder | $3,746 | $3,804-1.5% | $5,065-26.0% | $7,234-48.2% |