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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 | $73,475 | $39,162+87.6% | $100,671-27.0% | $59,633+23.2% |
| Participation rate | 81.0% | 55.9%+25.1pp | 70.7%+10.2pp | 68.7%+12.3pp |
| Annual return | 3.98% | 21.07%-17.1pp | 20.43%-16.4pp | 2041.45%-2037.5pp |
| Employer contribution / active EE | $2,602 | $1,151+126.1% | $4,012-35.2% | $2,203+18.1% |
| Participant deferral / active EE | $6,091 | $1,992+205.8% | $3,144+93.8% | $3,192+90.8% |
| Admin fee / account holder | $6,942 | $2,969+133.8% | $4,850+43.1% | $4,297+61.6% |