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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 | $50,741 | $86,288-41.2% | $111,306-54.4% | $85,851-40.9% |
| Participation rate | 72.2% | 73.3%-1.1pp | 77.3%-5.1pp | 69.3%+2.9pp |
| Annual return | 12.67% | 19.99%-7.3pp | 54.67%-42.0pp | 318.63%-306.0pp |
| Employer contribution / active EE | $2,902 | $2,044+42.0% | $2,732+6.2% | $2,565+13.1% |
| Participant deferral / active EE | $6,015 | $3,641+65.2% | $4,488+34.0% | $3,952+52.2% |
| Admin fee / account holder | $34,396 | $8,189+320.0% | $7,966+331.8% | $6,261+449.4% |