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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 | $69,711 | $48,078+45.0% | $78,676-11.4% | $62,881+10.9% |
| Participation rate | 98.0% | 65.2%+32.8pp | 73.6%+24.4pp | 69.3%+28.7pp |
| Annual return | 5.61% | 31.36%-25.7pp | 62.19%-56.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $5,362 | $2,015+166.2% | $2,850+88.1% | $2,281+135.1% |
| Participant deferral / active EE | $1,262 | $2,587-51.2% | $3,517-64.1% | $3,203-60.6% |
| Admin fee / account holder | $10,099 | $3,206+215.0% | $4,510+123.9% | $4,296+135.1% |