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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 | $53,910 | $63,346-14.9% | $92,239-41.6% | $70,124-23.1% |
| Participation rate | 86.7% | 68.7%+18.0pp | 76.5%+10.2pp | 69.5%+17.1pp |
| Annual return | 18.32% | 530.19%-511.9pp | 176.29%-158.0pp | 73.14%-54.8pp |
| Employer contribution / active EE | $5,317 | $2,471+115.2% | $3,680+44.5% | $2,342+127.0% |
| Participant deferral / active EE | $6,047 | $2,854+111.9% | $3,897+55.2% | $3,332+81.5% |
| Admin fee / account holder | $1,735 | $3,841-54.8% | $5,194-66.6% | $4,645-62.6% |