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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 | $50,252 | $58,258-13.7% | $81,820-38.6% | $80,925-37.9% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.4%+23.6pp | 67.7%+28.3pp |
| Annual return | 15.73% | 41.76%-26.0pp | 777.93%-762.2pp | 35.65%-19.9pp |
| Employer contribution / active EE | $1,943 | $2,345-17.1% | $2,915-33.3% | $2,756-29.5% |
| Participant deferral / active EE | $3,552 | $3,284+8.2% | $4,323-17.8% | $4,299-17.4% |
| Admin fee / account holder | $762 | $4,976-84.7% | $7,391-89.7% | $6,940-89.0% |