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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 | $45,014 | $73,518-38.8% | $63,003-28.6% | $147,585-69.5% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 11.82% | 175.46%-163.6pp | 87.59%-75.8pp | 578.57%-566.8pp |
| Employer contribution / active EE | $2,141 | $3,322-35.6% | $2,760-22.4% | $4,876-56.1% |
| Participant deferral / active EE | $2,807 | $4,183-32.9% | $3,329-15.7% | $5,439-48.4% |
| Admin fee / account holder | $6,351 | $5,952+6.7% | $3,600+76.4% | $10,885-41.7% |