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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 | $62,110 | $72,071-13.8% | $68,368-9.2% | $137,256-54.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 18.70% | 353.14%-334.4pp | 292.57%-273.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,945 | $2,788+5.6% | $2,649+11.2% | $4,156-29.1% |
| Participant deferral / active EE | $9,192 | $4,410+108.4% | $4,123+123.0% | $6,407+43.5% |
| Admin fee / account holder | $31,296 | $5,336+486.6% | $5,150+507.7% | $12,270+155.1% |