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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 | $79,751 | $78,690+1.3% | $161,489-50.6% | $87,485-8.8% |
| Participation rate | 92.9% | 67.5%+25.4pp | 78.7%+14.2pp | 68.9%+23.9pp |
| Annual return | 16.50% | 32.74%-16.2pp | 89.72%-73.2pp | 26.06%-9.6pp |
| Employer contribution / active EE | $5,901 | $2,588+128.0% | $4,268+38.2% | $2,596+127.3% |
| Participant deferral / active EE | $4,027 | $3,311+21.6% | $5,630-28.5% | $4,274-5.8% |
| Admin fee / account holder | $18,765 | $6,724+179.1% | $16,006+17.2% | $7,775+141.4% |