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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 | $36,084 | $51,638-30.1% | $68,368-47.2% | $82,448-56.2% |
| Participation rate | 87.5% | 63.6%+23.9pp | 73.8%+13.7pp | 68.1%+19.4pp |
| Annual return | 16.68% | 37.53%-20.9pp | 292.57%-275.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,621 | $2,047-20.8% | $2,649-38.8% | $2,551-36.4% |
| Participant deferral / active EE | $6,709 | $2,914+130.3% | $4,123+62.7% | $4,139+62.1% |
| Admin fee / account holder | $5,690 | $4,643+22.5% | $5,150+10.5% | $7,234-21.3% |