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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 | $76,794 | $45,343+69.4% | $150,298-48.9% | $67,986+13.0% |
| Participation rate | 70.9% | 51.9%+19.1pp | 77.8%-6.8pp | 57.2%+13.7pp |
| Annual return | 13.11% | 33.28%-20.2pp | 62.79%-49.7pp | 31.67%-18.6pp |
| Employer contribution / active EE | $1,350 | $1,462-7.6% | $4,154-67.5% | $2,019-33.1% |
| Participant deferral / active EE | $2,894 | $2,055+40.9% | $5,453-46.9% | $3,358-13.8% |
| Admin fee / account holder | $22,237 | $2,250+888.4% | $14,116+57.5% | $3,203+594.2% |