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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 | $52,105 | $48,364+7.7% | $71,796-27.4% | $62,881-17.1% |
| Participation rate | 97.7% | 60.6%+37.1pp | 69.1%+28.6pp | 69.3%+28.4pp |
| Annual return | 6.52% | 13.16%-6.6pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,785 | $1,042+167.3% | $1,924+44.7% | $2,281+22.1% |
| Participant deferral / active EE | $3,179 | $2,091+52.0% | $2,794+13.8% | $3,203-0.8% |
| Admin fee / account holder | $1,817 | $3,771-51.8% | $4,815-62.3% | $4,296-57.7% |