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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 | $53,285 | $65,440-18.6% | $98,506-45.9% | $85,851-37.9% |
| Participation rate | 90.3% | 65.0%+25.3pp | 73.3%+17.0pp | 69.3%+21.0pp |
| Annual return | 16.31% | 21.75%-5.4pp | 1494.92%-1478.6pp | 318.63%-302.3pp |
| Employer contribution / active EE | $2,647 | $2,169+22.1% | $2,961-10.6% | $2,565+3.2% |
| Participant deferral / active EE | $2,917 | $3,168-7.9% | $4,277-31.8% | $3,952-26.2% |
| Admin fee / account holder | $10,242 | $4,596+122.9% | $5,955+72.0% | $6,261+63.6% |