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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 | $54,887 | $46,599+17.8% | $64,101-14.4% | $75,173-27.0% |
| Participation rate | 94.7% | 65.9%+28.8pp | 72.3%+22.4pp | 67.2%+27.5pp |
| Annual return | 12.11% | 26.06%-13.9pp | 33.72%-21.6pp | 160.72%-148.6pp |
| Employer contribution / active EE | $9,510 | $1,975+381.4% | $2,749+246.0% | $2,671+256.0% |
| Participant deferral / active EE | $5,190 | $2,837+83.0% | $3,881+33.7% | $4,126+25.8% |
| Admin fee / account holder | $14,617 | $2,956+394.5% | $3,070+376.1% | $5,651+158.7% |