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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 | $59,846 | $102,422-41.6% | $147,117-59.3% | $80,959-26.1% |
| Participation rate | 83.6% | 75.9%+7.7pp | 82.2%+1.4pp | 67.7%+15.9pp |
| Annual return | 29.01% | 135.16%-106.1pp | 420.54%-391.5pp | 35.67%-6.7pp |
| Employer contribution / active EE | $3,016 | $3,717-18.9% | $4,932-38.9% | $2,757+9.4% |
| Participant deferral / active EE | $6,853 | $6,652+3.0% | $8,065-15.0% | $4,300+59.4% |
| Admin fee / account holder | $1,182 | $7,953-85.1% | $12,993-90.9% | $6,925-82.9% |