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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 | $57,146 | $61,125-6.5% | $94,057-39.2% | $87,485-34.7% |
| Participation rate | 76.7% | 64.1%+12.6pp | 73.3%+3.3pp | 68.9%+7.7pp |
| Annual return | 13.29% | 35.20%-21.9pp | 480.62%-467.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,227 | $2,136+4.3% | $2,933-24.1% | $2,596-14.2% |
| Participant deferral / active EE | $2,817 | $3,260-13.6% | $4,709-40.2% | $4,274-34.1% |
| Admin fee / account holder | $5,026 | $5,629-10.7% | $7,244-30.6% | $7,775-35.4% |