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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 | $65,216 | $174,379-62.6% | $152,093-57.1% | $138,895-53.0% |
| Participation rate | 94.1% | 81.6%+12.5pp | 77.8%+16.4pp | 79.9%+14.2pp |
| Annual return | 14.36% | 74.86%-60.5pp | 66.36%-52.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $10,845 | $4,652+133.1% | $4,175+159.8% | $4,194+158.6% |
| Participant deferral / active EE | $5,970 | $6,159-3.1% | $5,451+9.5% | $6,396-6.7% |
| Admin fee / account holder | $4,172 | $16,880-75.3% | $14,497-71.2% | $12,562-66.8% |