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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 | $53,800 | $58,828-8.5% | $78,002-31.0% | $62,881-14.4% |
| Participation rate | 87.7% | 71.1%+16.6pp | 75.5%+12.1pp | 69.3%+18.4pp |
| Annual return | 5.62% | 17.16%-11.5pp | 425.99%-420.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $3,456 | $1,672+106.7% | $2,470+39.9% | $2,281+51.5% |
| Participant deferral / active EE | $2,051 | $2,686-23.6% | $3,497-41.3% | $3,203-36.0% |
| Admin fee / account holder | $2,568 | $4,393-41.6% | $5,481-53.1% | $4,296-40.2% |