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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 | $38,798 | $70,917-45.3% | $98,920-60.8% | $73,497-47.2% |
| Participation rate | 81.6% | 73.8%+7.7pp | 76.0%+5.5pp | 70.7%+10.9pp |
| Annual return | 21.72% | 34.18%-12.5pp | 196.47%-174.8pp | 28.51%-6.8pp |
| Employer contribution / active EE | $1,717 | $2,037-15.7% | $2,689-36.2% | $2,270-24.4% |
| Participant deferral / active EE | $5,248 | $3,501+49.9% | $4,245+23.6% | $3,740+40.3% |
| Admin fee / account holder | $3,395 | $535+534.7% | $6,643-48.9% | $513+561.7% |