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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 | $65,440 | $70,684-7.4% | $169,390-61.4% | $75,173-12.9% |
| Participation rate | 87.1% | 64.8%+22.3pp | 77.2%+9.9pp | 67.2%+19.9pp |
| Annual return | 14.37% | 36.38%-22.0pp | 406.07%-391.7pp | 160.72%-146.3pp |
| Employer contribution / active EE | $1,162 | $2,211-47.4% | $4,013-71.0% | $2,671-56.5% |
| Participant deferral / active EE | $3,106 | $4,310-27.9% | $6,222-50.1% | $4,126-24.7% |
| Admin fee / account holder | $1,669 | $5,404-69.1% | $9,015-81.5% | $5,651-70.5% |