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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 | $61,125+13.4% | $94,057-26.3% | $87,485-20.8% |
| Participation rate | 78.4% | 64.1%+14.4pp | 73.3%+5.1pp | 68.9%+9.5pp |
| Annual return | 19.91% | 35.20%-15.3pp | 480.62%-460.7pp | 26.06%-6.1pp |
| Employer contribution / active EE | $2,860 | $2,136+33.9% | $2,933-2.5% | $2,596+10.2% |
| Participant deferral / active EE | $6,454 | $3,260+98.0% | $4,709+37.0% | $4,274+51.0% |
| Admin fee / account holder | $18,837 | $5,629+234.7% | $7,244+160.0% | $7,775+142.3% |