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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 | $52,606 | $53,837-2.3% | $75,717-30.5% | $85,856-38.7% |
| Participation rate | 95.2% | 69.1%+26.2pp | 74.8%+20.4pp | 69.3%+25.9pp |
| Annual return | 14.94% | 24.54%-9.6pp | 104.58%-89.6pp | 318.58%-303.6pp |
| Employer contribution / active EE | $2,274 | $2,017+12.7% | $2,743-17.1% | $2,565-11.3% |
| Participant deferral / active EE | $6,607 | $2,895+128.2% | $3,821+72.9% | $3,952+67.2% |
| Admin fee / account holder | $4,376 | $3,341+31.0% | $3,619+20.9% | $6,261-30.1% |