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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 | $60,529 | $65,395-7.4% | $182,558-66.8% | $72,976-17.1% |
| Participation rate | 97.4% | 65.4%+31.9pp | 78.0%+19.4pp | 69.5%+27.9pp |
| Annual return | 19.56% | 27.68%-8.1pp | 148.59%-129.0pp | 81.02%-61.5pp |
| Employer contribution / active EE | $6,579 | $1,911+244.2% | $4,076+61.4% | $2,440+169.6% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,526-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,065 | $4,245-27.8% | $8,594-64.3% | $5,124-40.2% |