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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 | $59,975 | $88,672-32.4% | $105,223-43.0% | $82,448-27.3% |
| Participation rate | 94.3% | 67.9%+26.4pp | 75.0%+19.3pp | 68.1%+26.3pp |
| Annual return | 17.11% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $6,604 | $3,048+116.7% | $3,689+79.0% | $2,551+158.9% |
| Participant deferral / active EE | $2,378 | $4,036-41.1% | $5,072-53.1% | $4,139-42.6% |
| Admin fee / account holder | $1,753 | $7,146-75.5% | $8,859-80.2% | $7,234-75.8% |