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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 | $78,178 | $239,571-67.4% | $183,328-57.4% | $137,256-43.0% |
| Participation rate | 78.6% | 82.4%-3.8pp | 77.3%+1.2pp | 80.0%-1.4pp |
| Annual return | 13.88% | 35.69%-21.8pp | 29.67%-15.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,694 | $6,148-56.2% | $5,055-46.7% | $4,156-35.2% |
| Participant deferral / active EE | $4,174 | $7,995-47.8% | $6,795-38.6% | $6,407-34.8% |
| Admin fee / account holder | $60,352 | $30,059+100.8% | $21,427+181.7% | $12,270+391.9% |