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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 | $66,341 | $77,638-14.6% | $156,551-57.6% | $62,881+5.5% |
| Participation rate | 94.3% | 71.2%+23.1pp | 84.0%+10.3pp | 69.3%+25.0pp |
| Annual return | 5.81% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,189 | $3,444-7.4% | $5,501-42.0% | $2,281+39.8% |
| Participant deferral / active EE | $4,989 | $3,046+63.8% | $4,871+2.4% | $3,203+55.8% |
| Admin fee / account holder | $37,026 | $5,561+565.8% | $13,028+184.2% | $4,296+761.9% |