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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 | $44,279 | $58,258-24.0% | $81,820-45.9% | $80,925-45.3% |
| Participation rate | 80.0% | 63.5%+16.5pp | 72.4%+7.6pp | 67.7%+12.3pp |
| Annual return | 18.36% | 41.76%-23.4pp | 777.93%-759.6pp | 35.65%-17.3pp |
| Employer contribution / active EE | $2,727 | $2,345+16.3% | $2,915-6.5% | $2,756-1.1% |
| Participant deferral / active EE | $5,947 | $3,284+81.1% | $4,323+37.6% | $4,299+38.4% |
| Admin fee / account holder | $1,246 | $4,976-75.0% | $7,391-83.1% | $6,940-82.1% |