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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 | $53,213 | $55,457-4.0% | $77,361-31.2% | $94,015-43.4% |
| Participation rate | 96.2% | 69.8%+26.4pp | 75.0%+21.3pp | 70.8%+25.4pp |
| Annual return | 10.77% | 15.57%-4.8pp | 1011.54%-1000.8pp | 17.84%-7.1pp |
| Employer contribution / active EE | $2,206 | $2,255-2.1% | $2,990-26.2% | $2,790-20.9% |
| Participant deferral / active EE | $2,204 | $3,069-28.2% | $3,911-43.7% | $4,249-48.1% |
| Admin fee / account holder | $5,890 | $4,334+35.9% | $5,894-0.1% | $8,951-34.2% |