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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 | $54,889 | $53,063+3.4% | $124,206-55.8% | $82,637-33.6% |
| Participation rate | 75.8% | 58.4%+17.4pp | 69.6%+6.2pp | 68.1%+7.7pp |
| Annual return | 18.17% | 68.87%-50.7pp | 515.27%-497.1pp | 53.51%-35.3pp |
| Employer contribution / active EE | $2,114 | $1,530+38.1% | $3,540-40.3% | $2,552-17.2% |
| Participant deferral / active EE | $4,608 | $2,644+74.3% | $3,968+16.1% | $4,126+11.7% |
| Admin fee / account holder | $553 | $4,281-87.1% | $5,929-90.7% | $7,339-92.5% |