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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 | $96,236-58.0% | $133,698-69.8% | $80,959-50.1% |
| Participation rate | 88.4% | 71.2%+17.2pp | 76.4%+12.0pp | 67.7%+20.7pp |
| Annual return | 17.45% | 28.74%-11.3pp | 580.90%-563.4pp | 35.67%-18.2pp |
| Employer contribution / active EE | $2,924 | $3,350-12.7% | $4,218-30.7% | $2,757+6.0% |
| Participant deferral / active EE | $4,098 | $5,709-28.2% | $7,016-41.6% | $4,300-4.7% |
| Admin fee / account holder | $2,362 | $8,250-71.4% | $6,703-64.8% | $6,925-65.9% |