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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 | $60,685 | $85,171-28.7% | $172,752-64.9% | $72,975-16.8% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.6%+13.5pp | 69.5%+26.7pp |
| Annual return | 18.55% | 27.32%-8.8pp | 802.97%-784.4pp | 81.01%-62.5pp |
| Employer contribution / active EE | $1,989 | $3,324-40.2% | $5,144-61.3% | $2,440-18.5% |
| Participant deferral / active EE | $5,408 | $3,260+65.9% | $5,198+4.1% | $3,608+49.9% |
| Admin fee / account holder | $7,057 | $5,880+20.0% | $13,955-49.4% | $5,124+37.7% |