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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 | $60,206 | $58,234+3.4% | $81,783-26.4% | $80,874-25.6% |
| Participation rate | 92.6% | 63.4%+29.2pp | 72.4%+20.2pp | 67.6%+24.9pp |
| Annual return | 11.61% | 41.70%-30.1pp | 775.05%-763.4pp | 35.62%-24.0pp |
| Employer contribution / active EE | $2,771 | $2,341+18.3% | $2,913-4.9% | $2,756+0.6% |
| Participant deferral / active EE | $5,467 | $3,283+66.5% | $4,320+26.5% | $4,297+27.2% |
| Admin fee / account holder | $15,661 | $4,982+214.4% | $7,380+112.2% | $6,935+125.8% |