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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 | $52,697 | $58,275-9.6% | $81,844-35.6% | $80,935-34.9% |
| Participation rate | 86.8% | 63.5%+23.4pp | 72.4%+14.5pp | 67.7%+19.2pp |
| Annual return | 17.00% | 41.82%-24.8pp | 778.87%-761.9pp | 35.66%-18.7pp |
| Employer contribution / active EE | $5,277 | $2,346+125.0% | $2,916+80.9% | $2,757+91.4% |
| Participant deferral / active EE | $5,815 | $3,285+77.0% | $4,323+34.5% | $4,299+35.2% |
| Admin fee / account holder | $1,242 | $4,749-73.9% | $7,355-83.1% | $6,924-82.1% |