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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 | $51,810 | $79,209-34.6% | $102,434-49.4% | $74,459-30.4% |
| Participation rate | 83.2% | 74.8%+8.4pp | 76.5%+6.7pp | 67.2%+16.0pp |
| Annual return | 21.50% | 54.98%-33.5pp | 29.46%-8.0pp | 1369.70%-1348.2pp |
| Employer contribution / active EE | $3,572 | $2,362+51.2% | $3,023+18.2% | $2,626+36.0% |
| Participant deferral / active EE | $3,434 | $4,417-22.3% | $5,055-32.1% | $4,350-21.1% |
| Admin fee / account holder | $563 | $2,002-71.9% | $9,462-94.0% | $1,945-71.0% |