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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 | $55,764 | $61,125-8.8% | $94,057-40.7% | $87,485-36.3% |
| Participation rate | 81.3% | 64.1%+17.2pp | 73.3%+7.9pp | 68.9%+12.3pp |
| Annual return | 15.59% | 35.20%-19.6pp | 480.62%-465.0pp | 26.06%-10.5pp |
| Employer contribution / active EE | $3,278 | $2,136+53.4% | $2,933+11.8% | $2,596+26.3% |
| Participant deferral / active EE | $6,200 | $3,260+90.2% | $4,709+31.6% | $4,274+45.1% |
| Admin fee / account holder | $340 | $5,629-94.0% | $7,244-95.3% | $7,775-95.6% |