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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 | $73,499 | $55,902+31.5% | $76,030-3.3% | $80,959-9.2% |
| Participation rate | 83.8% | 62.1%+21.7pp | 69.1%+14.7pp | 67.7%+16.1pp |
| Annual return | 14.09% | 20.59%-6.5pp | 361.54%-347.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $3,946 | $1,867+111.4% | $2,688+46.8% | $2,757+43.1% |
| Participant deferral / active EE | $10,054 | $3,051+229.6% | $4,257+136.2% | $4,300+133.8% |
| Admin fee / account holder | $19,993 | $5,239+281.6% | $6,421+211.4% | $6,925+188.7% |