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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 | $53,929 | $56,063-3.8% | $76,051-29.1% | $80,911-33.3% |
| Participation rate | 81.7% | 62.0%+19.6pp | 69.1%+12.6pp | 67.6%+14.0pp |
| Annual return | 11.72% | 20.54%-8.8pp | 360.42%-348.7pp | 35.63%-23.9pp |
| Employer contribution / active EE | $3,303 | $1,874+76.2% | $2,690+22.8% | $2,756+19.9% |
| Participant deferral / active EE | $7,034 | $3,052+130.4% | $4,257+65.2% | $4,297+63.7% |
| Admin fee / account holder | $3,694 | $5,240-29.5% | $6,416-42.4% | $6,935-46.7% |