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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 | $89,135 | $70,684+26.1% | $169,397-47.4% | $75,177+18.6% |
| Participation rate | 81.3% | 64.8%+16.4pp | 77.2%+4.1pp | 67.2%+14.0pp |
| Annual return | 16.95% | 36.38%-19.4pp | 406.23%-389.3pp | 160.75%-143.8pp |
| Employer contribution / active EE | $1,703 | $2,211-23.0% | $4,013-57.6% | $2,671-36.2% |
| Participant deferral / active EE | $2,370 | $4,310-45.0% | $6,223-61.9% | $4,126-42.6% |
| Admin fee / account holder | $13,969 | $5,404+158.5% | $9,017+54.9% | $5,651+147.2% |