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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 | $71,197-7.6% | $93,669-29.7% | $80,925-18.7% |
| Participation rate | 91.1% | 60.4%+30.7pp | 68.7%+22.4pp | 67.7%+23.5pp |
| Annual return | 13.49% | 11.27%+2.2pp | 133.59%-120.1pp | 35.65%-22.2pp |
| Employer contribution / active EE | $2,321 | $1,565+48.3% | $2,424-4.2% | $2,756-15.8% |
| Participant deferral / active EE | $3,187 | $4,036-21.0% | $4,416-27.8% | $4,299-25.9% |
| Admin fee / account holder | $42,450 | $6,959+510.0% | $8,291+412.0% | $6,940+511.7% |