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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 | $40,761 | $63,354-35.7% | $94,105-56.7% | $82,637-50.7% |
| Participation rate | 88.9% | 63.8%+25.1pp | 71.9%+16.9pp | 68.1%+20.8pp |
| Annual return | 19.92% | 34.36%-14.4pp | 204.55%-184.6pp | 53.51%-33.6pp |
| Employer contribution / active EE | $2,033 | $1,760+15.6% | $2,504-18.8% | $2,552-20.3% |
| Participant deferral / active EE | $3,559 | $2,873+23.9% | $3,881-8.3% | $4,126-13.7% |
| Admin fee / account holder | $832 | $5,073-83.6% | $6,199-86.6% | $7,339-88.7% |