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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 | $57,227 | $58,275-1.8% | $81,844-30.1% | $80,935-29.3% |
| Participation rate | 90.5% | 63.5%+27.0pp | 72.4%+18.1pp | 67.7%+22.8pp |
| Annual return | 12.58% | 41.82%-29.2pp | 778.87%-766.3pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,841 | $2,346-21.5% | $2,916-36.9% | $2,757-33.2% |
| Participant deferral / active EE | $4,525 | $3,285+37.7% | $4,323+4.7% | $4,299+5.2% |
| Admin fee / account holder | $36,002 | $4,749+658.2% | $7,355+389.5% | $6,924+419.9% |