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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 | $34,707 | $70,684-50.9% | $169,397-79.5% | $75,177-53.8% |
| Participation rate | 73.2% | 64.8%+8.4pp | 77.2%-4.0pp | 67.2%+6.0pp |
| Annual return | 17.44% | 36.38%-18.9pp | 406.23%-388.8pp | 160.75%-143.3pp |
| Employer contribution / active EE | $2,419 | $2,211+9.4% | $4,013-39.7% | $2,671-9.5% |
| Participant deferral / active EE | $5,156 | $4,310+19.6% | $6,223-17.1% | $4,126+25.0% |
| Admin fee / account holder | $8,464 | $5,404+56.6% | $9,017-6.1% | $5,651+49.8% |