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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 | $40,028 | $142,430-71.9% | $115,170-65.2% | $152,897-73.8% |
| Participation rate | 94.7% | 82.4%+12.4pp | 75.9%+18.8pp | 82.5%+12.3pp |
| Annual return | 27.02% | 41.48%-14.5pp | 35.60%-8.6pp | 345.43%-318.4pp |
| Employer contribution / active EE | $4,074 | $4,011+1.6% | $3,179+28.2% | $4,764-14.5% |
| Participant deferral / active EE | $3,643 | $5,165-29.5% | $4,169-12.6% | $5,851-37.7% |
| Admin fee / account holder | $565 | $8,464-93.3% | $7,089-92.0% | $11,599-95.1% |