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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 | $57,509 | $51,638+11.4% | $68,368-15.9% | $82,448-30.2% |
| Participation rate | 95.7% | 63.6%+32.0pp | 73.8%+21.9pp | 68.1%+27.6pp |
| Annual return | 17.42% | 37.53%-20.1pp | 292.57%-275.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,006 | $2,047+46.9% | $2,649+13.5% | $2,551+17.8% |
| Participant deferral / active EE | $4,545 | $2,914+56.0% | $4,123+10.2% | $4,139+9.8% |
| Admin fee / account holder | $10,723 | $4,643+130.9% | $5,150+108.2% | $7,234+48.2% |