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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 | $81,220 | $46,599+74.3% | $64,101+26.7% | $75,173+8.0% |
| Participation rate | 92.6% | 65.9%+26.7pp | 72.3%+20.3pp | 67.2%+25.4pp |
| Annual return | 14.31% | 26.06%-11.7pp | 33.72%-19.4pp | 160.72%-146.4pp |
| Employer contribution / active EE | $11,404 | $1,975+477.3% | $2,749+314.9% | $2,671+327.0% |
| Participant deferral / active EE | $9,194 | $2,837+224.1% | $3,881+136.9% | $4,126+122.8% |
| Admin fee / account holder | $38,722 | $2,956+1210.0% | $3,070+1161.2% | $5,651+585.3% |