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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 | $49,596 | $53,128-6.6% | $86,582-42.7% | $70,126-29.3% |
| Participation rate | 96.8% | 65.3%+31.5pp | 73.5%+23.2pp | 69.5%+27.2pp |
| Annual return | 14.03% | 27.66%-13.6pp | 965.08%-951.1pp | 73.15%-59.1pp |
| Employer contribution / active EE | $3,622 | $2,068+75.1% | $2,839+27.5% | $2,343+54.6% |
| Participant deferral / active EE | $2,497 | $2,695-7.3% | $3,609-30.8% | $3,332-25.1% |
| Admin fee / account holder | $1,072 | $3,584-70.1% | $4,904-78.1% | $4,645-76.9% |