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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 | $63,732 | $58,828+8.3% | $78,002-18.3% | $62,881+1.4% |
| Participation rate | 86.1% | 71.1%+15.0pp | 75.5%+10.6pp | 69.3%+16.8pp |
| Annual return | 5.47% | 17.16%-11.7pp | 425.99%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,566 | $1,672-6.3% | $2,470-36.6% | $2,281-31.4% |
| Participant deferral / active EE | $3,369 | $2,686+25.5% | $3,497-3.7% | $3,203+5.2% |
| Admin fee / account holder | $13,615 | $4,393+209.9% | $5,481+148.4% | $4,296+216.9% |