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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 | $69,826 | $52,519+33.0% | $155,789-55.2% | $59,633+17.1% |
| Participation rate | 85.2% | 61.7%+23.5pp | 76.1%+9.1pp | 68.7%+16.5pp |
| Annual return | 0.74% | 53.51%-52.8pp | 71.54%-70.8pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,232 | $1,589-22.5% | $3,839-67.9% | $2,203-44.1% |
| Participant deferral / active EE | $4,787 | $3,084+55.2% | $4,798-0.2% | $3,192+50.0% |
| Admin fee / account holder | $3,960 | $3,540+11.9% | $7,477-47.0% | $4,297-7.8% |