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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 | $50,610 | $58,258-13.1% | $81,820-38.1% | $80,925-37.5% |
| Participation rate | 88.1% | 63.5%+24.6pp | 72.4%+15.7pp | 67.7%+20.4pp |
| Annual return | 14.55% | 41.76%-27.2pp | 777.93%-763.4pp | 35.65%-21.1pp |
| Employer contribution / active EE | $2,309 | $2,345-1.5% | $2,915-20.8% | $2,756-16.2% |
| Participant deferral / active EE | $4,696 | $3,284+43.0% | $4,323+8.6% | $4,299+9.2% |
| Admin fee / account holder | $7,428 | $4,976+49.3% | $7,391+0.5% | $6,940+7.0% |