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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 | $55,889+31.5% | $76,119-3.4% | $80,935-9.2% |
| Participation rate | 83.8% | 62.1%+21.7pp | 69.1%+14.7pp | 67.7%+16.1pp |
| Annual return | 14.09% | 20.58%-6.5pp | 361.25%-347.2pp | 35.66%-21.6pp |
| Employer contribution / active EE | $3,946 | $1,866+111.5% | $2,693+46.6% | $2,757+43.1% |
| Participant deferral / active EE | $10,054 | $3,051+229.5% | $4,259+136.1% | $4,299+133.9% |
| Admin fee / account holder | $19,993 | $5,241+281.4% | $6,421+211.3% | $6,924+188.7% |