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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 | $35,021 | $55,930-37.4% | $76,089-54.0% | $80,925-56.7% |
| Participation rate | 77.1% | 62.1%+15.1pp | 69.1%+8.1pp | 67.7%+9.5pp |
| Annual return | 16.01% | 20.58%-4.6pp | 360.94%-344.9pp | 35.65%-19.6pp |
| Employer contribution / active EE | $2,440 | $1,866+30.8% | $2,690-9.3% | $2,756-11.5% |
| Participant deferral / active EE | $4,433 | $3,051+45.3% | $4,259+4.1% | $4,299+3.1% |
| Admin fee / account holder | $2,027 | $5,241-61.3% | $6,418-68.4% | $6,940-70.8% |