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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 | $68,614 | $108,285-36.6% | $77,552-11.5% | $158,982-56.8% |
| Participation rate | 87.5% | 64.4%+23.1pp | 54.2%+33.3pp | 82.0%+5.5pp |
| Annual return | 20.64% | 31.69%-11.1pp | 54.82%-34.2pp | 302.99%-282.4pp |
| Employer contribution / active EE | $2,949 | $1,325+122.6% | $987+198.9% | $4,763-38.1% |
| Participant deferral / active EE | $5,129 | $2,455+108.9% | $1,861+175.6% | $5,983-14.3% |
| Admin fee / account holder | $303 | $3,709-91.8% | $2,859-89.4% | $11,252-97.3% |