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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 | $59,584 | $70,684-15.7% | $169,390-64.8% | $75,173-20.7% |
| Participation rate | 96.4% | 64.8%+31.6pp | 77.2%+19.2pp | 67.2%+29.2pp |
| Annual return | 17.16% | 36.38%-19.2pp | 406.07%-388.9pp | 160.72%-143.6pp |
| Employer contribution / active EE | $719 | $2,211-67.5% | $4,013-82.1% | $2,671-73.1% |
| Participant deferral / active EE | $3,593 | $4,310-16.6% | $6,222-42.3% | $4,126-12.9% |
| Admin fee / account holder | $7,124 | $5,404+31.8% | $9,015-21.0% | $5,651+26.1% |