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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 | $58,241-13.1% | $81,780-38.1% | $80,911-37.4% |
| Participation rate | 88.1% | 63.4%+24.7pp | 72.4%+15.7pp | 67.6%+20.4pp |
| Annual return | 14.55% | 41.73%-27.2pp | 776.27%-761.7pp | 35.63%-21.1pp |
| Employer contribution / active EE | $2,309 | $2,343-1.4% | $2,914-20.7% | $2,756-16.2% |
| Participant deferral / active EE | $4,696 | $3,283+43.1% | $4,321+8.7% | $4,297+9.3% |
| Admin fee / account holder | $7,428 | $4,973+49.4% | $7,384+0.6% | $6,935+7.1% |