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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 | $60,806 | $93,373-34.9% | $152,473-60.1% | $85,851-29.2% |
| Participation rate | 84.6% | 70.1%+14.5pp | 78.2%+6.4pp | 69.3%+15.3pp |
| Annual return | 12.35% | 21.84%-9.5pp | 757.59%-745.2pp | 318.63%-306.3pp |
| Employer contribution / active EE | $2,528 | $2,996-15.6% | $4,326-41.6% | $2,565-1.4% |
| Participant deferral / active EE | $2,875 | $4,550-36.8% | $5,817-50.6% | $3,952-27.3% |
| Admin fee / account holder | $1,251 | $13,853-91.0% | $15,811-92.1% | $6,261-80.0% |