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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 | $63,072 | $72,272-12.7% | $101,264-37.7% | $79,858-21.0% |
| Participation rate | 92.5% | 68.5%+24.0pp | 75.8%+16.7pp | 69.6%+22.9pp |
| Annual return | 12.60% | 22.30%-9.7pp | 46.48%-33.9pp | 31.72%-19.1pp |
| Employer contribution / active EE | $8,425 | $2,692+213.0% | $3,660+130.2% | $2,471+241.0% |
| Participant deferral / active EE | $2,609 | $3,282-20.5% | $4,370-40.3% | $3,740-30.2% |
| Admin fee / account holder | $12,216 | $4,401+177.6% | $5,947+105.4% | $5,306+130.2% |