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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 | $75,623 | $62,672+20.7% | $185,117-59.1% | $70,124+7.8% |
| Participation rate | 89.3% | 63.8%+25.5pp | 77.3%+12.0pp | 69.5%+19.7pp |
| Annual return | 16.27% | 40.79%-24.5pp | 40.50%-24.2pp | 73.14%-56.9pp |
| Employer contribution / active EE | $5,198 | $1,753+196.5% | $4,182+24.3% | $2,342+121.9% |
| Participant deferral / active EE | $2,829 | $3,272-13.5% | $5,045-43.9% | $3,332-15.1% |
| Admin fee / account holder | $46,815 | $3,932+1090.7% | $8,159+473.8% | $4,645+907.8% |