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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 | $84,636 | $45,041+87.9% | $63,003+34.3% | $70,131+20.7% |
| Participation rate | 93.9% | 69.5%+24.4pp | 74.8%+19.1pp | 69.5%+24.3pp |
| Annual return | 13.90% | 18.76%-4.9pp | 87.59%-73.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $5,504 | $2,052+168.2% | $2,760+99.4% | $2,342+135.0% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,777 | $2,836-37.3% | $3,600-50.6% | $4,645-61.7% |