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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 | $48,327+16.8% | $67,575-16.5% | $80,935-30.3% |
| Participation rate | 81.1% | 66.4%+14.7pp | 72.9%+8.2pp | 67.7%+13.4pp |
| Annual return | 12.50% | 18.31%-5.8pp | 3528.98%-3516.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,505 | $2,022+23.9% | $2,736-8.4% | $2,757-9.1% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,997 | $3,692-18.8% | $3,993-25.0% | $6,924-56.7% |