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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 | $56,114 | $57,352-2.2% | $83,831-33.1% | $64,173-12.6% |
| Participation rate | 86.2% | 68.6%+17.5pp | 76.1%+10.0pp | 69.6%+16.6pp |
| Annual return | 9.67% | 11.38%-1.7pp | 850.99%-841.3pp | 7.63%+2.0pp |
| Employer contribution / active EE | $5,201 | $2,546+104.3% | $3,631+43.2% | $2,381+118.5% |
| Participant deferral / active EE | $3,133 | $2,993+4.7% | $4,082-23.2% | $3,470-9.7% |
| Admin fee / account holder | $599 | $4,046-85.2% | $5,479-89.1% | $4,887-87.7% |