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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 | $71,663 | $100,033-28.4% | $149,716-52.1% | $70,124+2.2% |
| Participation rate | 91.7% | 83.6%+8.1pp | 87.1%+4.6pp | 69.5%+22.1pp |
| Annual return | 15.68% | 27.43%-11.7pp | 1501.67%-1486.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $3,184 | $3,661-13.0% | $5,444-41.5% | $2,342+35.9% |
| Participant deferral / active EE | $11,264 | $4,982+126.1% | $6,568+71.5% | $3,332+238.1% |
| Admin fee / account holder | $17,808 | $8,285+114.9% | $11,282+57.8% | $4,645+283.3% |