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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 | $69,307 | $51,638+34.2% | $68,368+1.4% | $82,448-15.9% |
| Participation rate | 78.4% | 63.6%+14.8pp | 73.8%+4.7pp | 68.1%+10.4pp |
| Annual return | 19.91% | 37.53%-17.6pp | 292.57%-272.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $2,860 | $2,047+39.8% | $2,649+8.0% | $2,551+12.1% |
| Participant deferral / active EE | $6,454 | $2,914+121.5% | $4,123+56.5% | $4,139+55.9% |
| Admin fee / account holder | $18,837 | $4,643+305.7% | $5,150+265.8% | $7,234+160.4% |