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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 | $59,963 | $65,395-8.3% | $182,531-67.1% | $72,983-17.8% |
| Participation rate | 92.2% | 65.4%+26.7pp | 78.0%+14.2pp | 69.5%+22.7pp |
| Annual return | 23.19% | 27.68%-4.5pp | 148.57%-125.4pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,410 | $1,911-26.2% | $4,075-65.4% | $2,440-42.2% |
| Participant deferral / active EE | $5,344 | $3,563+50.0% | $5,525-3.3% | $3,608+48.1% |
| Admin fee / account holder | $12,276 | $4,245+189.2% | $8,593+42.9% | $5,124+139.6% |