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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 | $68,615 | $85,766-20.0% | $136,297-49.7% | $70,124-2.2% |
| Participation rate | 96.9% | 74.2%+22.7pp | 81.9%+15.0pp | 69.5%+27.3pp |
| Annual return | 16.84% | 31.45%-14.6pp | 5156.19%-5139.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $7,195 | $2,966+142.6% | $4,696+53.2% | $2,342+207.1% |
| Participant deferral / active EE | $14,887 | $5,051+194.7% | $6,247+138.3% | $3,332+346.8% |
| Admin fee / account holder | $11,841 | $5,420+118.5% | $9,244+28.1% | $4,645+154.9% |