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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 | $69,328 | $91,559-24.3% | $133,978-48.3% | $79,856-13.2% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | 18.99% | 61.85%-42.9pp | 45.10%-26.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $4,204 | $2,384+76.3% | $3,919+7.3% | $2,471+70.1% |
| Participant deferral / active EE | $11,863 | $3,734+217.7% | $5,047+135.0% | $3,741+217.1% |
| Admin fee / account holder | $42,607 | $6,321+574.0% | $8,930+377.1% | $5,306+702.9% |