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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 | $56,437 | $48,284+16.9% | $67,524-16.4% | $80,911-30.2% |
| Participation rate | 81.1% | 66.4%+14.7pp | 72.9%+8.2pp | 67.6%+13.4pp |
| Annual return | 12.50% | 18.27%-5.8pp | 3519.41%-3506.9pp | 35.63%-23.1pp |
| Employer contribution / active EE | $2,505 | $2,021+23.9% | $2,734-8.4% | $2,756-9.1% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,997 | $3,688-18.7% | $4,001-25.1% | $6,935-56.8% |