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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 | $78,807 | $91,559-13.9% | $133,959-41.2% | $79,858-1.3% |
| Participation rate | 85.5% | 73.3%+12.1pp | 79.8%+5.6pp | 69.6%+15.8pp |
| Annual return | 17.08% | 61.85%-44.8pp | 45.09%-28.0pp | 31.72%-14.6pp |
| Employer contribution / active EE | $3,348 | $2,384+40.4% | $3,919-14.6% | $2,471+35.5% |
| Participant deferral / active EE | $6,980 | $3,734+86.9% | $5,047+38.3% | $3,740+86.6% |
| Admin fee / account holder | $14,538 | $6,321+130.0% | $8,928+62.8% | $5,306+174.0% |