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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 | $59,973 | $59,440+0.9% | $78,004-23.1% | $82,637-27.4% |
| Participation rate | 75.7% | 62.8%+12.9pp | 69.4%+6.2pp | 68.1%+7.6pp |
| Annual return | 15.74% | 40.24%-24.5pp | 31.07%-15.3pp | 53.51%-37.8pp |
| Employer contribution / active EE | $5,004 | $1,750+185.9% | $2,469+102.7% | $2,552+96.1% |
| Participant deferral / active EE | $8,858 | $3,138+182.2% | $4,092+116.5% | $4,126+114.7% |
| Admin fee / account holder | $16,720 | $5,504+203.8% | $7,578+120.6% | $7,339+127.8% |