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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 | $49,345 | $51,184-3.6% | $66,439-25.7% | $86,983-43.3% |
| Participation rate | 78.8% | 68.5%+10.3pp | 74.5%+4.3pp | 69.5%+9.2pp |
| Annual return | 16.38% | 17.07%-0.7pp | 757.66%-741.3pp | 25.83%-9.5pp |
| Employer contribution / active EE | $2,728 | $2,023+34.9% | $2,637+3.5% | $2,584+5.6% |
| Participant deferral / active EE | $2,571 | $2,927-12.2% | $3,876-33.7% | $4,194-38.7% |
| Admin fee / account holder | $11,168 | $4,154+168.8% | $6,173+80.9% | $7,856+42.2% |