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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 | $40,092 | $49,976-19.8% | $66,674-39.9% | $82,637-51.5% |
| Participation rate | 87.1% | 63.1%+24.0pp | 73.7%+13.4pp | 68.1%+19.0pp |
| Annual return | 16.45% | 39.09%-22.6pp | 321.24%-304.8pp | 53.51%-37.1pp |
| Employer contribution / active EE | $3,011 | $1,988+51.5% | $2,620+14.9% | $2,552+18.0% |
| Participant deferral / active EE | $10,540 | $2,847+270.3% | $4,084+158.1% | $4,126+155.4% |
| Admin fee / account holder | $2,811 | $4,594-38.8% | $5,098-44.9% | $7,339-61.7% |