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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 | $69,239 | $51,638+34.1% | $68,368+1.3% | $82,448-16.0% |
| Participation rate | 87.8% | 63.6%+24.2pp | 73.8%+14.1pp | 68.1%+19.7pp |
| Annual return | 16.23% | 37.53%-21.3pp | 292.57%-276.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $5,324 | $2,047+160.2% | $2,649+101.0% | $2,551+108.7% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,009 | $4,643-78.3% | $5,150-80.4% | $7,234-86.0% |