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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 | $50,247 | $51,642-2.7% | $129,384-61.2% | $80,935-37.9% |
| Participation rate | 77.4% | 56.9%+20.5pp | 69.6%+7.8pp | 67.7%+9.8pp |
| Annual return | 13.23% | 20.78%-7.6pp | 9461.77%-9448.5pp | 35.66%-22.4pp |
| Employer contribution / active EE | $1,690 | $1,583+6.8% | $4,153-59.3% | $2,757-38.7% |
| Participant deferral / active EE | $3,563 | $2,670+33.5% | $4,166-14.5% | $4,299-17.1% |
| Admin fee / account holder | $13,577 | $4,312+214.9% | $7,686+76.6% | $6,924+96.1% |