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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 | $46,554 | $55,457-16.1% | $77,361-39.8% | $94,015-50.5% |
| Participation rate | 91.4% | 69.8%+21.6pp | 75.0%+16.5pp | 70.8%+20.6pp |
| Annual return | 10.55% | 15.57%-5.0pp | 1011.54%-1001.0pp | 17.84%-7.3pp |
| Employer contribution / active EE | $5,805 | $2,255+157.4% | $2,990+94.1% | $2,790+108.0% |
| Participant deferral / active EE | $3,133 | $3,069+2.1% | $3,911-19.9% | $4,249-26.3% |
| Admin fee / account holder | $1,524 | $4,334-64.8% | $5,894-74.1% | $8,951-83.0% |