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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 | $58,511 | $65,434-10.6% | $98,483-40.6% | $85,847-31.8% |
| Participation rate | 84.6% | 65.0%+19.6pp | 73.3%+11.3pp | 69.3%+15.3pp |
| Annual return | 16.81% | 21.75%-4.9pp | 1494.38%-1477.6pp | 318.61%-301.8pp |
| Employer contribution / active EE | $2,820 | $2,169+30.0% | $2,961-4.8% | $2,565+9.9% |
| Participant deferral / active EE | $6,567 | $3,168+107.3% | $4,276+53.6% | $3,952+66.2% |
| Admin fee / account holder | $1,325 | $4,595-71.2% | $5,953-77.7% | $6,261-78.8% |