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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 | $58,033 | $68,398-15.2% | $94,664-38.7% | $75,173-22.8% |
| Participation rate | 96.2% | 76.1%+20.1pp | 80.8%+15.4pp | 67.2%+29.0pp |
| Annual return | 17.65% | 616.72%-599.1pp | 156.84%-139.2pp | 160.72%-143.1pp |
| Employer contribution / active EE | $1,169 | $2,701-56.7% | $3,673-68.2% | $2,671-56.2% |
| Participant deferral / active EE | $6,885 | $6,537+5.3% | $7,417-7.2% | $4,126+66.8% |
| Admin fee / account holder | $3,968 | $5,324-25.5% | $7,222-45.1% | $5,651-29.8% |