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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 | $88,137-20.3% | $164,975-57.4% | $74,429-5.7% |
| Participation rate | 88.3% | 73.1%+15.2pp | 78.6%+9.7pp | 67.2%+21.1pp |
| Annual return | 13.71% | 17.13%-3.4pp | 70.12%-56.4pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $2,485 | $2,597-4.3% | $4,343-42.8% | $2,625-5.3% |
| Participant deferral / active EE | $6,998 | $4,501+55.5% | $6,033+16.0% | $4,348+60.9% |
| Admin fee / account holder | $5,178 | $2,231+132.1% | $12,688-59.2% | $1,944+166.3% |