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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 | $51,200 | $78,562-34.8% | $105,608-51.5% | $74,429-31.2% |
| Participation rate | 72.9% | 72.8%+0.1pp | 75.3%-2.4pp | 67.2%+5.7pp |
| Annual return | 22.97% | 15.94%+7.0pp | 116.50%-93.5pp | 1368.38%-1345.4pp |
| Employer contribution / active EE | $2,132 | $2,521-15.4% | $3,167-32.7% | $2,625-18.8% |
| Participant deferral / active EE | $11,731 | $4,321+171.5% | $5,010+134.2% | $4,348+169.8% |
| Admin fee / account holder | $2,166 | $2,217-2.3% | $11,028-80.4% | $1,944+11.4% |