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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 | $61,050 | $65,364-6.6% | $92,909-34.3% | $72,975-16.3% |
| Participation rate | 70.0% | 68.3%+1.7pp | 76.0%-6.0pp | 69.5%+0.5pp |
| Annual return | 20.86% | 42.11%-21.2pp | 109.44%-88.6pp | 81.01%-60.1pp |
| Employer contribution / active EE | $1,404 | $2,594-45.9% | $3,653-61.6% | $2,440-42.5% |
| Participant deferral / active EE | $2,157 | $3,128-31.0% | $4,238-49.1% | $3,608-40.2% |
| Admin fee / account holder | $10,316 | $4,251+142.7% | $5,795+78.0% | $5,124+101.3% |