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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 | $40,438 | $105,200-61.6% | $159,474-74.6% | $85,847-52.9% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.8%+0.5pp | 69.3%+14.0pp |
| Annual return | 16.30% | 45.08%-28.8pp | 263.68%-247.4pp | 318.61%-302.3pp |
| Employer contribution / active EE | $2,134 | $3,319-35.7% | $4,831-55.8% | $2,565-16.8% |
| Participant deferral / active EE | $3,560 | $5,946-40.1% | $7,353-51.6% | $3,952-9.9% |
| Admin fee / account holder | $3,015 | $6,934-56.5% | $10,802-72.1% | $6,261-51.8% |