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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 | $76,221 | $88,672-14.0% | $105,223-27.6% | $82,448-7.6% |
| Participation rate | 94.9% | 67.9%+26.9pp | 75.0%+19.8pp | 68.1%+26.8pp |
| Annual return | 18.98% | 30.86%-11.9pp | 180.65%-161.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $14,021 | $3,048+360.0% | $3,689+280.1% | $2,551+449.6% |
| Participant deferral / active EE | $2,508 | $4,036-37.9% | $5,072-50.6% | $4,139-39.4% |
| Admin fee / account holder | $5,706 | $7,146-20.1% | $8,859-35.6% | $7,234-21.1% |