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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 | $75,368 | $95,406-21.0% | $185,849-59.4% | $85,847-12.2% |
| Participation rate | 76.3% | 68.8%+7.5pp | 81.7%-5.4pp | 69.3%+7.0pp |
| Annual return | 18.97% | 23.59%-4.6pp | 122.10%-103.1pp | 318.61%-299.6pp |
| Employer contribution / active EE | $5,258 | $3,314+58.7% | $5,169+1.7% | $2,565+104.9% |
| Participant deferral / active EE | $2,748 | $3,424-19.7% | $5,569-50.7% | $3,952-30.5% |
| Admin fee / account holder | $1,463 | $7,214-79.7% | $16,244-91.0% | $6,261-76.6% |