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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 | $49,831 | $53,128-6.2% | $86,582-42.4% | $70,126-28.9% |
| Participation rate | 97.0% | 65.3%+31.7pp | 73.5%+23.4pp | 69.5%+27.4pp |
| Annual return | 15.80% | 27.66%-11.9pp | 965.08%-949.3pp | 73.15%-57.3pp |
| Employer contribution / active EE | $3,974 | $2,068+92.2% | $2,839+39.9% | $2,343+69.6% |
| Participant deferral / active EE | $2,222 | $2,695-17.5% | $3,609-38.4% | $3,332-33.3% |
| Admin fee / account holder | $18,947 | $3,584+428.7% | $4,904+286.4% | $4,645+307.9% |