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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 | $62,969 | $55,902+12.6% | $76,030-17.2% | $80,959-22.2% |
| Participation rate | 88.6% | 62.1%+26.5pp | 69.1%+19.5pp | 67.7%+20.9pp |
| Annual return | 12.21% | 20.59%-8.4pp | 361.54%-349.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $6,559 | $1,867+251.3% | $2,688+144.0% | $2,757+137.9% |
| Participant deferral / active EE | $4,603 | $3,051+50.9% | $4,257+8.1% | $4,300+7.0% |
| Admin fee / account holder | $2,020 | $5,239-61.4% | $6,421-68.5% | $6,925-70.8% |