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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 | $84,334 | $116,203-27.4% | $93,621-9.9% | $152,909-44.8% |
| Participation rate | 88.2% | 78.1%+10.2pp | 75.8%+12.4pp | 82.5%+5.8pp |
| Annual return | 21.61% | 35.96%-14.4pp | 32.76%-11.2pp | 345.46%-323.9pp |
| Employer contribution / active EE | $5,365 | $3,219+66.7% | $2,719+97.3% | $4,764+12.6% |
| Participant deferral / active EE | $6,023 | $4,605+30.8% | $4,070+48.0% | $5,851+2.9% |
| Admin fee / account holder | $46,614 | $10,751+333.6% | $7,890+490.8% | $11,601+301.8% |