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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 | $67,846 | $89,370-24.1% | $141,197-51.9% | $72,976-7.0% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 20.69% | 111.88%-91.2pp | 71.41%-50.7pp | 81.02%-60.3pp |
| Employer contribution / active EE | $2,430 | $3,115-22.0% | $4,736-48.7% | $2,440-0.4% |
| Participant deferral / active EE | $3,326 | $5,419-38.6% | $6,710-50.4% | $3,608-7.8% |
| Admin fee / account holder | $15,726 | $5,957+164.0% | $10,265+53.2% | $5,124+206.9% |