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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 | $51,638-22.4% | $68,368-41.4% | $82,448-51.4% |
| Participation rate | 87.1% | 63.6%+23.5pp | 73.8%+13.3pp | 68.1%+19.0pp |
| Annual return | 16.45% | 37.53%-21.1pp | 292.57%-276.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $3,011 | $2,047+47.1% | $2,649+13.7% | $2,551+18.0% |
| Participant deferral / active EE | $10,540 | $2,914+261.8% | $4,123+155.7% | $4,139+154.6% |
| Admin fee / account holder | $2,811 | $4,643-39.5% | $5,150-45.4% | $7,234-61.2% |