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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 | $74,029 | $62,549+18.4% | $85,705-13.6% | $85,851-13.8% |
| Participation rate | 82.9% | 61.1%+21.8pp | 69.9%+13.1pp | 69.3%+13.6pp |
| Annual return | 14.30% | 23.77%-9.5pp | 21.49%-7.2pp | 318.63%-304.3pp |
| Employer contribution / active EE | $5,657 | $1,755+222.2% | $2,619+116.0% | $2,565+120.5% |
| Participant deferral / active EE | $1,478 | $2,802-47.3% | $3,924-62.3% | $3,952-62.6% |
| Admin fee / account holder | $11,468 | $4,644+147.0% | $6,877+66.8% | $6,261+83.2% |