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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 | $40,425 | $23,330+73.3% | $64,489-37.3% | $82,448-51.0% |
| Participation rate | 88.7% | 68.3%+20.4pp | 67.7%+21.0pp | 68.1%+20.7pp |
| Annual return | 15.68% | 83.66%-68.0pp | 55.03%-39.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,884 | $824+128.5% | $1,523+23.7% | $2,551-26.2% |
| Participant deferral / active EE | $13,857 | $1,707+711.7% | $2,778+398.8% | $4,139+234.8% |
| Admin fee / account holder | $2,769 | $2,946-6.0% | $4,260-35.0% | $7,234-61.7% |