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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 | $70,193 | $68,398+2.6% | $94,664-25.9% | $75,173-6.6% |
| Participation rate | 88.0% | 76.1%+11.9pp | 80.8%+7.2pp | 67.2%+20.8pp |
| Annual return | 17.75% | 616.72%-599.0pp | 156.84%-139.1pp | 160.72%-143.0pp |
| Employer contribution / active EE | $1,950 | $2,701-27.8% | $3,673-46.9% | $2,671-27.0% |
| Participant deferral / active EE | $4,398 | $6,537-32.7% | $7,417-40.7% | $4,126+6.6% |
| Admin fee / account holder | $28,855 | $5,324+442.0% | $7,222+299.6% | $5,651+410.7% |