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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 | $70,222 | $88,186-20.4% | $165,071-57.5% | $74,459-5.7% |
| Participation rate | 88.3% | 73.1%+15.2pp | 78.6%+9.7pp | 67.2%+21.1pp |
| Annual return | 13.71% | 17.13%-3.4pp | 70.17%-56.5pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $2,485 | $2,600-4.4% | $4,347-42.8% | $2,626-5.4% |
| Participant deferral / active EE | $6,998 | $4,505+55.3% | $6,035+15.9% | $4,350+60.9% |
| Admin fee / account holder | $5,178 | $2,234+131.8% | $12,695-59.2% | $1,945+166.3% |