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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 | $31,707 | $58,234-45.6% | $81,783-61.2% | $80,874-60.8% |
| Participation rate | 88.0% | 63.4%+24.6pp | 72.4%+15.6pp | 67.6%+20.4pp |
| Annual return | 11.87% | 41.70%-29.8pp | 775.05%-763.2pp | 35.62%-23.7pp |
| Employer contribution / active EE | $3,515 | $2,341+50.1% | $2,913+20.7% | $2,756+27.5% |
| Participant deferral / active EE | $3,091 | $3,283-5.8% | $4,320-28.4% | $4,297-28.1% |
| Admin fee / account holder | $4,248 | $4,982-14.7% | $7,380-42.4% | $6,935-38.7% |