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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 | $52,194 | $53,837-3.1% | $75,714-31.1% | $85,847-39.2% |
| Participation rate | 97.1% | 69.1%+28.0pp | 74.8%+22.2pp | 69.3%+27.7pp |
| Annual return | 21.49% | 24.54%-3.1pp | 104.62%-83.1pp | 318.61%-297.1pp |
| Employer contribution / active EE | $5,057 | $2,017+150.7% | $2,744+84.3% | $2,565+97.1% |
| Participant deferral / active EE | $10,926 | $2,895+277.3% | $3,820+186.0% | $3,952+176.5% |
| Admin fee / account holder | $30,824 | $3,339+823.1% | $3,619+751.8% | $6,261+392.3% |