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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 | $81,508 | $95,415-14.6% | $185,851-56.1% | $85,851-5.1% |
| Participation rate | 97.2% | 68.8%+28.5pp | 81.7%+15.5pp | 69.3%+27.9pp |
| Annual return | 15.77% | 23.59%-7.8pp | 122.11%-106.3pp | 318.63%-302.9pp |
| Employer contribution / active EE | $5,203 | $3,314+57.0% | $5,168+0.7% | $2,565+102.8% |
| Participant deferral / active EE | $7,872 | $3,424+129.9% | $5,569+41.4% | $3,952+99.2% |
| Admin fee / account holder | $2,289 | $7,215-68.3% | $16,245-85.9% | $6,261-63.4% |