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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 | $66,051 | $60,139+9.8% | $90,461-27.0% | $79,856-17.3% |
| Participation rate | 70.4% | 65.0%+5.4pp | 72.7%-2.3pp | 69.6%+0.7pp |
| Annual return | 12.09% | 71.96%-59.9pp | 1294.76%-1282.7pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,653 | $2,939-9.7% | $3,964-33.1% | $3,741-29.1% |
| Admin fee / account holder | $833 | $3,978-79.1% | $5,617-85.2% | $5,306-84.3% |