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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 | $52,495 | $68,681-23.6% | $86,625-39.4% | $85,851-38.9% |
| Participation rate | 79.2% | 66.4%+12.9pp | 71.6%+7.6pp | 69.3%+9.9pp |
| Annual return | 12.00% | 20.12%-8.1pp | 63.52%-51.5pp | 318.63%-306.6pp |
| Employer contribution / active EE | $1,585 | $1,880-15.7% | $2,496-36.5% | $2,565-38.2% |
| Participant deferral / active EE | $3,567 | $2,919+22.2% | $3,700-3.6% | $3,952-9.7% |
| Admin fee / account holder | $2,851 | $5,974-52.3% | $5,830-51.1% | $6,261-54.5% |