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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 | $40,397 | $96,136-58.0% | $135,987-70.3% | $80,925-50.1% |
| Participation rate | 88.4% | 71.2%+17.2pp | 76.4%+11.9pp | 67.7%+20.7pp |
| Annual return | 17.45% | 28.70%-11.3pp | 580.01%-562.6pp | 35.65%-18.2pp |
| Employer contribution / active EE | $2,924 | $3,350-12.7% | $4,214-30.6% | $2,756+6.1% |
| Participant deferral / active EE | $4,098 | $5,706-28.2% | $7,027-41.7% | $4,299-4.7% |
| Admin fee / account holder | $2,362 | $8,236-71.3% | $6,716-64.8% | $6,940-66.0% |