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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 | $66,843 | $71,197-6.1% | $93,669-28.6% | $80,925-17.4% |
| Participation rate | 77.8% | 60.4%+17.4pp | 68.7%+9.1pp | 67.7%+10.1pp |
| Annual return | 19.77% | 11.27%+8.5pp | 133.59%-113.8pp | 35.65%-15.9pp |
| Employer contribution / active EE | $1,380 | $1,565-11.8% | $2,424-43.1% | $2,756-49.9% |
| Participant deferral / active EE | $5,588 | $4,036+38.5% | $4,416+26.6% | $4,299+30.0% |
| Admin fee / account holder | $555 | $6,959-92.0% | $8,291-93.3% | $6,940-92.0% |