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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 | $57,978 | $85,171-31.9% | $172,753-66.4% | $72,976-20.6% |
| Participation rate | 76.2% | 70.1%+6.1pp | 82.6%-6.5pp | 69.5%+6.7pp |
| Annual return | 18.58% | 27.32%-8.7pp | 803.00%-784.4pp | 81.02%-62.4pp |
| Employer contribution / active EE | $3,570 | $3,324+7.4% | $5,144-30.6% | $2,440+46.3% |
| Participant deferral / active EE | $3,094 | $3,260-5.1% | $5,198-40.5% | $3,608-14.3% |
| Admin fee / account holder | $4,121 | $5,880-29.9% | $13,956-70.5% | $5,124-19.6% |