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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 | $62,431 | $80,781-22.7% | $102,437-39.1% | $74,478-16.2% |
| Participation rate | 81.4% | 65.7%+15.7pp | 74.5%+6.9pp | 67.2%+14.2pp |
| Annual return | 13.57% | 27.58%-14.0pp | 24.95%-11.4pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $10,538 | $3,160+233.5% | $3,871+172.3% | $2,626+301.3% |
| Participant deferral / active EE | $1,739 | $3,862-55.0% | $5,060-65.6% | $4,350-60.0% |
| Admin fee / account holder | $2,065 | $2,372-12.9% | $8,388-75.4% | $1,946+6.1% |