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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 | $59,740 | $61,125-2.3% | $94,057-36.5% | $87,485-31.7% |
| Participation rate | 75.0% | 64.1%+10.9pp | 73.3%+1.7pp | 68.9%+6.1pp |
| Annual return | 12.63% | 35.20%-22.6pp | 480.62%-468.0pp | 26.06%-13.4pp |
| Employer contribution / active EE | $1,942 | $2,136-9.1% | $2,933-33.8% | $2,596-25.2% |
| Participant deferral / active EE | $7,313 | $3,260+124.3% | $4,709+55.3% | $4,274+71.1% |
| Admin fee / account holder | $9,021 | $5,629+60.3% | $7,244+24.5% | $7,775+16.0% |