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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 | $56,306 | $68,681-18.0% | $86,625-35.0% | $85,851-34.4% |
| Participation rate | 96.6% | 66.4%+30.2pp | 71.6%+24.9pp | 69.3%+27.2pp |
| Annual return | 12.79% | 20.12%-7.3pp | 63.52%-50.7pp | 318.63%-305.8pp |
| Employer contribution / active EE | $4,216 | $1,880+124.2% | $2,496+68.9% | $2,565+64.3% |
| Participant deferral / active EE | $5,478 | $2,919+87.7% | $3,700+48.1% | $3,952+38.6% |
| Admin fee / account holder | $19,817 | $5,974+231.7% | $5,830+239.9% | $6,261+216.5% |