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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 | $66,037 | $65,575+0.7% | $86,209-23.4% | $75,181-12.2% |
| Participation rate | 83.0% | 60.5%+22.5pp | 69.0%+14.0pp | 67.2%+15.8pp |
| Annual return | 17.29% | 46.07%-28.8pp | 1169.05%-1151.8pp | 160.69%-143.4pp |
| Employer contribution / active EE | $786 | $1,553-49.4% | $2,381-67.0% | $2,671-70.6% |
| Participant deferral / active EE | $5,192 | $3,023+71.7% | $3,986+30.2% | $4,126+25.8% |
| Admin fee / account holder | $2,586 | $5,470-52.7% | $6,853-62.3% | $5,650-54.2% |