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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 | $61,647 | $65,409-5.8% | $98,452-37.4% | $85,854-28.2% |
| Participation rate | 83.3% | 65.0%+18.3pp | 73.3%+10.0pp | 69.3%+14.0pp |
| Annual return | 16.90% | 21.76%-4.9pp | 1492.96%-1476.1pp | 318.56%-301.7pp |
| Employer contribution / active EE | $3,161 | $2,168+45.8% | $2,960+6.8% | $2,565+23.2% |
| Participant deferral / active EE | $4,248 | $3,166+34.2% | $4,276-0.7% | $3,952+7.5% |
| Admin fee / account holder | $4,512 | $4,593-1.7% | $5,948-24.1% | $6,260-27.9% |