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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 | $74,605 | $91,559-18.5% | $133,978-44.3% | $79,856-6.6% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.6%+22.4pp |
| Annual return | 15.14% | 61.85%-46.7pp | 45.10%-30.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,520 | $2,384-36.2% | $3,919-61.2% | $2,471-38.5% |
| Participant deferral / active EE | $7,537 | $3,734+101.9% | $5,047+49.3% | $3,741+101.5% |
| Admin fee / account holder | $19,039 | $6,321+201.2% | $8,930+113.2% | $5,306+258.8% |