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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 | $52,107 | $77,157-32.5% | $108,405-51.9% | $85,847-39.3% |
| Participation rate | 81.6% | 74.7%+6.9pp | 80.1%+1.4pp | 69.3%+12.3pp |
| Annual return | 17.80% | 44.55%-26.8pp | 905.55%-887.8pp | 318.61%-300.8pp |
| Employer contribution / active EE | $2,316 | $2,379-2.7% | $3,559-34.9% | $2,565-9.7% |
| Participant deferral / active EE | $5,439 | $5,567-2.3% | $6,563-17.1% | $3,952+37.6% |
| Admin fee / account holder | $610 | $5,174-88.2% | $7,297-91.6% | $6,261-90.3% |