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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 | $52,577 | $58,258-9.8% | $81,820-35.7% | $80,925-35.0% |
| Participation rate | 93.3% | 63.5%+29.9pp | 72.4%+20.9pp | 67.7%+25.7pp |
| Annual return | 17.43% | 41.76%-24.3pp | 777.93%-760.5pp | 35.65%-18.2pp |
| Employer contribution / active EE | $2,910 | $2,345+24.1% | $2,915-0.2% | $2,756+5.6% |
| Participant deferral / active EE | $6,681 | $3,284+103.5% | $4,323+54.6% | $4,299+55.4% |
| Admin fee / account holder | $1,273 | $4,976-74.4% | $7,391-82.8% | $6,940-81.7% |