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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 | $61,056 | $91,559-33.3% | $133,978-54.4% | $79,856-23.5% |
| Participation rate | 86.7% | 73.3%+13.3pp | 79.8%+6.8pp | 69.6%+17.0pp |
| Annual return | 14.25% | 61.85%-47.6pp | 45.10%-30.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $5,873 | $2,384+146.4% | $3,919+49.9% | $2,471+137.7% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,918 | $6,321-53.8% | $8,930-67.3% | $5,306-45.0% |