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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 | $60,735 | $85,766-29.2% | $136,297-55.4% | $70,131-13.4% |
| Participation rate | 84.4% | 74.2%+10.2pp | 81.9%+2.5pp | 69.5%+14.8pp |
| Annual return | 21.08% | 31.45%-10.4pp | 5156.16%-5135.1pp | 73.14%-52.1pp |
| Employer contribution / active EE | $3,125 | $2,966+5.4% | $4,696-33.4% | $2,342+33.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,249 | $5,420+15.3% | $9,244-32.4% | $4,645+34.5% |