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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 | $57,469 | $29,051+97.8% | $52,425+9.6% | $67,986-15.5% |
| Participation rate | 92.1% | 30.4%+61.7pp | 55.6%+36.5pp | 57.2%+34.9pp |
| Annual return | 16.55% | 24.00%-7.5pp | 302.12%-285.6pp | 31.67%-15.1pp |
| Employer contribution / active EE | $2,438 | $412+492.0% | $914+166.7% | $2,019+20.8% |
| Participant deferral / active EE | $5,042 | $873+477.5% | $1,790+181.6% | $3,358+50.2% |
| Admin fee / account holder | $1,557 | $2,113-26.3% | $2,495-37.6% | $3,203-51.4% |