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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 | $75,772 | $91,559-17.2% | $133,959-43.4% | $79,858-5.1% |
| Participation rate | 82.4% | 73.3%+9.0pp | 79.8%+2.5pp | 69.6%+12.7pp |
| Annual return | 13.37% | 61.85%-48.5pp | 45.09%-31.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $2,687 | $2,384+12.7% | $3,919-31.4% | $2,471+8.7% |
| Participant deferral / active EE | $4,763 | $3,734+27.6% | $5,047-5.6% | $3,740+27.3% |
| Admin fee / account holder | $15,339 | $6,321+142.7% | $8,928+71.8% | $5,306+189.1% |