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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 | $44,383 | $69,252-35.9% | $64,099-30.8% | $139,456-68.2% |
| Participation rate | 72.2% | 75.6%-3.4pp | 72.3%-0.1pp | 80.3%-8.1pp |
| Annual return | 16.48% | 45.89%-29.4pp | 33.70%-17.2pp | 373.45%-357.0pp |
| Employer contribution / active EE | $3,986 | $3,184+25.2% | $2,748+45.0% | $4,753-16.1% |
| Participant deferral / active EE | $4,387 | $4,683-6.3% | $3,881+13.0% | $6,711-34.6% |
| Admin fee / account holder | $3,638 | $4,248-14.3% | $3,070+18.5% | $11,407-68.1% |