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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 | $61,125-5.9% | $94,057-38.9% | $87,485-34.3% |
| Participation rate | 95.7% | 64.1%+31.6pp | 73.3%+22.3pp | 68.9%+26.7pp |
| Annual return | 17.42% | 35.20%-17.8pp | 480.62%-463.2pp | 26.06%-8.6pp |
| Employer contribution / active EE | $3,006 | $2,136+40.7% | $2,933+2.5% | $2,596+15.8% |
| Participant deferral / active EE | $4,545 | $3,260+39.4% | $4,709-3.5% | $4,274+6.3% |
| Admin fee / account holder | $10,723 | $5,629+90.5% | $7,244+48.0% | $7,775+37.9% |