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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 | $59,227 | $68,398-13.4% | $94,664-37.4% | $75,173-21.2% |
| Participation rate | 86.7% | 76.1%+10.6pp | 80.8%+5.8pp | 67.2%+19.5pp |
| Annual return | 20.51% | 616.72%-596.2pp | 156.84%-136.3pp | 160.72%-140.2pp |
| Employer contribution / active EE | $2,508 | $2,701-7.1% | $3,673-31.7% | $2,671-6.1% |
| Participant deferral / active EE | $5,831 | $6,537-10.8% | $7,417-21.4% | $4,126+41.3% |
| Admin fee / account holder | $603 | $5,324-88.7% | $7,222-91.7% | $5,651-89.3% |