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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 | $44,279 | $58,234-24.0% | $81,783-45.9% | $80,874-45.3% |
| Participation rate | 80.0% | 63.4%+16.6pp | 72.4%+7.6pp | 67.6%+12.4pp |
| Annual return | 18.36% | 41.70%-23.3pp | 775.05%-756.7pp | 35.62%-17.3pp |
| Employer contribution / active EE | $2,727 | $2,341+16.4% | $2,913-6.4% | $2,756-1.1% |
| Participant deferral / active EE | $5,947 | $3,283+81.2% | $4,320+37.7% | $4,297+38.4% |
| Admin fee / account holder | $1,246 | $4,982-75.0% | $7,380-83.1% | $6,935-82.0% |