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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 | $81,089 | $78,670+3.1% | $109,173-25.7% | $85,847-5.5% |
| Participation rate | 93.4% | 68.3%+25.1pp | 75.9%+17.5pp | 69.3%+24.1pp |
| Annual return | 12.67% | 25.09%-12.4pp | 25.75%-13.1pp | 318.61%-305.9pp |
| Employer contribution / active EE | $4,249 | $2,734+55.4% | $3,723+14.1% | $2,565+65.6% |
| Participant deferral / active EE | $3,232 | $3,467-6.8% | $4,654-30.5% | $3,952-18.2% |
| Admin fee / account holder | $10,445 | $5,469+91.0% | $6,755+54.6% | $6,261+66.8% |