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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 | $65,808 | $71,230-7.6% | $93,727-29.8% | $80,959-18.7% |
| Participation rate | 91.1% | 60.4%+30.7pp | 68.7%+22.4pp | 67.7%+23.4pp |
| Annual return | 13.49% | 11.26%+2.2pp | 133.83%-120.3pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,321 | $1,565+48.3% | $2,421-4.1% | $2,757-15.8% |
| Participant deferral / active EE | $3,187 | $4,037-21.1% | $4,417-27.9% | $4,300-25.9% |
| Admin fee / account holder | $42,450 | $6,961+509.8% | $8,292+412.0% | $6,925+513.0% |