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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 | $54,082 | $66,124-18.2% | $90,440-40.2% | $73,493-26.4% |
| Participation rate | 82.0% | 69.7%+12.3pp | 72.7%+9.3pp | 70.7%+11.3pp |
| Annual return | 17.54% | 17.65%-0.1pp | 1294.38%-1276.8pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,086 | $2,346-11.1% | $3,263-36.1% | $2,270-8.1% |
| Participant deferral / active EE | $5,042 | $3,039+65.9% | $3,964+27.2% | $3,740+34.8% |
| Admin fee / account holder | $3,382 | $396+753.5% | $5,615-39.8% | $513+559.1% |