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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 | $56,559 | $61,125-7.5% | $94,057-39.9% | $87,485-35.4% |
| Participation rate | 94.8% | 64.1%+30.8pp | 73.3%+21.5pp | 68.9%+25.9pp |
| Annual return | 15.72% | 35.20%-19.5pp | 480.62%-464.9pp | 26.06%-10.3pp |
| Employer contribution / active EE | $5,932 | $2,136+177.6% | $2,933+102.2% | $2,596+128.5% |
| Participant deferral / active EE | $5,351 | $3,260+64.1% | $4,709+13.6% | $4,274+25.2% |
| Admin fee / account holder | $16,090 | $5,629+185.9% | $7,244+122.1% | $7,775+106.9% |