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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 | $61,601 | $100,060-38.4% | $149,721-58.9% | $70,126-12.2% |
| Participation rate | 82.0% | 83.6%-1.6pp | 87.1%-5.1pp | 69.5%+12.5pp |
| Annual return | 18.68% | 27.46%-8.8pp | 1501.67%-1483.0pp | 73.15%-54.5pp |
| Employer contribution / active EE | $3,746 | $3,661+2.3% | $5,444-31.2% | $2,343+59.9% |
| Participant deferral / active EE | $8,265 | $4,982+65.9% | $6,568+25.8% | $3,332+148.1% |
| Admin fee / account holder | $2,003 | $8,285-75.8% | $11,282-82.2% | $4,645-56.9% |