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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 | $91,759 | $87,733+4.6% | $106,555-13.9% | $85,847+6.9% |
| Participation rate | 97.4% | 71.9%+25.4pp | 76.1%+21.2pp | 69.3%+28.0pp |
| Annual return | 14.18% | 21.86%-7.7pp | 26.80%-12.6pp | 318.61%-304.4pp |
| Employer contribution / active EE | $3,145 | $2,073+51.7% | $2,819+11.6% | $2,565+22.6% |
| Participant deferral / active EE | $4,675 | $3,469+34.8% | $4,399+6.3% | $3,952+18.3% |
| Admin fee / account holder | $33,894 | $6,767+400.9% | $7,408+357.5% | $6,261+441.4% |