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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 | $63,610 | $99,053-35.8% | $88,179-27.9% | $138,895-54.2% |
| Participation rate | 88.9% | 74.2%+14.6pp | 69.1%+19.7pp | 79.9%+9.0pp |
| Annual return | 13.56% | 78.17%-64.6pp | 64.97%-51.4pp | 145.39%-131.8pp |
| Employer contribution / active EE | $3,860 | $2,882+33.9% | $2,549+51.4% | $4,194-8.0% |
| Participant deferral / active EE | $8,678 | $5,225+66.1% | $4,614+88.1% | $6,396+35.7% |
| Admin fee / account holder | $31,993 | $8,748+265.7% | $7,673+317.0% | $12,562+154.7% |