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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 | $54,387 | $95,415-43.0% | $185,851-70.7% | $85,851-36.6% |
| Participation rate | 90.9% | 68.8%+22.1pp | 81.7%+9.2pp | 69.3%+21.6pp |
| Annual return | 16.27% | 23.59%-7.3pp | 122.11%-105.8pp | 318.63%-302.4pp |
| Employer contribution / active EE | $2,598 | $3,314-21.6% | $5,168-49.7% | $2,565+1.3% |
| Participant deferral / active EE | $5,767 | $3,424+68.4% | $5,569+3.6% | $3,952+45.9% |
| Admin fee / account holder | $1,517 | $7,215-79.0% | $16,245-90.7% | $6,261-75.8% |