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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 | $37,194 | $51,638-28.0% | $68,368-45.6% | $82,448-54.9% |
| Participation rate | 87.3% | 63.6%+23.7pp | 73.8%+13.6pp | 68.1%+19.2pp |
| Annual return | 17.25% | 37.53%-20.3pp | 292.57%-275.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,310 | $2,047+61.7% | $2,649+24.9% | $2,551+29.7% |
| Participant deferral / active EE | $8,364 | $2,914+187.1% | $4,123+102.9% | $4,139+102.1% |
| Admin fee / account holder | $2,449 | $4,643-47.3% | $5,150-52.5% | $7,234-66.2% |