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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 | $59,885 | $57,352+4.4% | $83,831-28.6% | $64,173-6.7% |
| Participation rate | 92.7% | 68.6%+24.1pp | 76.1%+16.6pp | 69.6%+23.2pp |
| Annual return | 1.51% | 11.38%-9.9pp | 850.99%-849.5pp | 7.63%-6.1pp |
| Employer contribution / active EE | $5,707 | $2,546+124.2% | $3,631+57.2% | $2,381+139.7% |
| Participant deferral / active EE | $7,329 | $2,993+144.9% | $4,082+79.5% | $3,470+111.2% |
| Admin fee / account holder | $831 | $4,046-79.5% | $5,479-84.8% | $4,887-83.0% |