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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 | $61,448 | $70,587-12.9% | $124,693-50.7% | $85,847-28.4% |
| Participation rate | 75.0% | 64.4%+10.6pp | 74.6%+0.4pp | 69.3%+5.7pp |
| Annual return | 12.74% | 20688.83%-20676.1pp | 5144.19%-5131.5pp | 318.61%-305.9pp |
| Employer contribution / active EE | $1,348 | $1,913-29.6% | $3,324-59.5% | $2,565-47.5% |
| Participant deferral / active EE | $2,552 | $2,969-14.0% | $4,615-44.7% | $3,952-35.4% |
| Admin fee / account holder | $1,856 | $5,282-64.9% | $7,494-75.2% | $6,261-70.4% |