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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 | $74,040 | $45,050+64.3% | $63,018+17.5% | $70,126+5.6% |
| Participation rate | 92.3% | 69.5%+22.8pp | 74.8%+17.5pp | 69.5%+22.8pp |
| Annual return | 12.38% | 18.76%-6.4pp | 87.62%-75.2pp | 73.15%-60.8pp |
| Employer contribution / active EE | $5,714 | $2,052+178.5% | $2,761+107.0% | $2,343+143.9% |
| Participant deferral / active EE | $2,284 | $2,466-7.4% | $3,330-31.4% | $3,332-31.4% |
| Admin fee / account holder | $27,459 | $2,834+868.9% | $3,601+662.6% | $4,645+491.1% |