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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 | $61,402 | $71,208-13.8% | $93,681-34.5% | $80,911-24.1% |
| Participation rate | 81.5% | 60.4%+21.1pp | 68.7%+12.8pp | 67.6%+13.8pp |
| Annual return | 15.58% | 11.27%+4.3pp | 133.47%-117.9pp | 35.63%-20.1pp |
| Employer contribution / active EE | $2,699 | $1,564+72.5% | $2,422+11.4% | $2,756-2.1% |
| Participant deferral / active EE | $2,305 | $4,035-42.9% | $4,415-47.8% | $4,297-46.4% |
| Admin fee / account holder | $1,198 | $6,951-82.8% | $8,290-85.6% | $6,935-82.7% |