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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 | $60,998 | $71,230-14.4% | $93,727-34.9% | $80,959-24.7% |
| Participation rate | 71.4% | 60.4%+11.0pp | 68.7%+2.7pp | 67.7%+3.8pp |
| Annual return | 11.01% | 11.26%-0.2pp | 133.83%-122.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,072 | $1,565+32.4% | $2,421-14.4% | $2,757-24.9% |
| Participant deferral / active EE | $2,271 | $4,037-43.7% | $4,417-48.6% | $4,300-47.2% |
| Admin fee / account holder | $58,526 | $6,961+740.8% | $8,292+605.8% | $6,925+745.1% |