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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 | $54,140 | $55,902-3.2% | $76,030-28.8% | $80,959-33.1% |
| Participation rate | 91.2% | 62.1%+29.1pp | 69.1%+22.1pp | 67.7%+23.5pp |
| Annual return | 15.52% | 20.59%-5.1pp | 361.54%-346.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $5,423 | $1,867+190.5% | $2,688+101.8% | $2,757+96.7% |
| Participant deferral / active EE | $10,686 | $3,051+250.3% | $4,257+151.0% | $4,300+148.5% |
| Admin fee / account holder | $18,367 | $5,239+250.6% | $6,421+186.1% | $6,925+165.2% |