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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 | $88,615 | $65,395+35.5% | $182,531-51.5% | $72,983+21.4% |
| Participation rate | 96.6% | 65.4%+31.1pp | 78.0%+18.6pp | 69.5%+27.1pp |
| Annual return | 21.44% | 27.68%-6.2pp | 148.57%-127.1pp | 81.01%-59.6pp |
| Employer contribution / active EE | $2,288 | $1,911+19.7% | $4,075-43.9% | $2,440-6.2% |
| Participant deferral / active EE | $5,985 | $3,563+68.0% | $5,525+8.3% | $3,608+65.9% |
| Admin fee / account holder | $25,571 | $4,245+502.4% | $8,593+197.6% | $5,124+399.0% |