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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 | $52,580 | $58,234-9.7% | $81,783-35.7% | $80,874-35.0% |
| Participation rate | 75.5% | 63.4%+12.1pp | 72.4%+3.2pp | 67.6%+7.9pp |
| Annual return | 13.59% | 41.70%-28.1pp | 775.05%-761.5pp | 35.62%-22.0pp |
| Employer contribution / active EE | $3,091 | $2,341+32.0% | $2,913+6.1% | $2,756+12.2% |
| Participant deferral / active EE | $4,753 | $3,283+44.8% | $4,320+10.0% | $4,297+10.6% |
| Admin fee / account holder | $5,570 | $4,982+11.8% | $7,380-24.5% | $6,935-19.7% |