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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 | $71,694 | $63,861+12.3% | $104,639-31.5% | $79,856-10.2% |
| Participation rate | 76.9% | 64.9%+12.0pp | 74.1%+2.8pp | 69.6%+7.3pp |
| Annual return | 17.52% | 21.30%-3.8pp | 340.67%-323.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $5,342 | $1,588+236.3% | $2,682+99.2% | $2,471+116.2% |
| Participant deferral / active EE | $13,711 | $2,693+409.1% | $3,738+266.8% | $3,741+266.6% |
| Admin fee / account holder | $20,014 | $4,185+378.2% | $6,465+209.6% | $5,306+277.2% |