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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 | $65,643 | $105,856-38.0% | $90,161-27.2% | $147,586-55.5% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 13.08% | 37.63%-24.5pp | 34.89%-21.8pp | 578.59%-565.5pp |
| Employer contribution / active EE | $4,248 | $4,126+2.9% | $3,318+28.0% | $4,876-12.9% |
| Participant deferral / active EE | $2,513 | $5,733-56.2% | $5,287-52.5% | $5,439-53.8% |
| Admin fee / account holder | $65,762 | $8,046+717.3% | $5,943+1006.5% | $10,886+504.1% |