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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 | $64,136 | $58,726+9.2% | $142,898-55.1% | $85,851-25.3% |
| Participation rate | 70.4% | 58.5%+11.9pp | 72.0%-1.6pp | 69.3%+1.0pp |
| Annual return | 16.48% | 27.73%-11.2pp | 5639.64%-5623.2pp | 318.63%-302.2pp |
| Employer contribution / active EE | $1,097 | $1,424-22.9% | $4,146-73.5% | $2,565-57.2% |
| Participant deferral / active EE | $2,360 | $2,609-9.5% | $3,838-38.5% | $3,952-40.3% |
| Admin fee / account holder | $2,399 | $4,234-43.3% | $6,560-63.4% | $6,261-61.7% |