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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 | $69,420 | $99,994-30.6% | $146,647-52.7% | $85,851-19.1% |
| Participation rate | 94.0% | 73.1%+20.9pp | 80.1%+13.9pp | 69.3%+24.7pp |
| Annual return | 11.56% | 18.93%-7.4pp | 22.75%-11.2pp | 318.63%-307.1pp |
| Employer contribution / active EE | $4,452 | $2,559+74.0% | $4,137+7.6% | $2,565+73.5% |
| Participant deferral / active EE | $5,900 | $4,006+47.3% | $5,506+7.2% | $3,952+49.3% |
| Admin fee / account holder | $34,257 | $7,703+344.7% | $10,281+233.2% | $6,261+447.1% |