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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 | $60,419 | $58,311+3.6% | $81,882-26.2% | $80,959-25.4% |
| Participation rate | 91.2% | 63.5%+27.7pp | 72.4%+18.8pp | 67.7%+23.5pp |
| Annual return | 13.53% | 41.85%-28.3pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,654 | $2,347-29.5% | $2,916-43.3% | $2,757-40.0% |
| Participant deferral / active EE | $5,804 | $3,287+76.6% | $4,323+34.3% | $4,300+35.0% |
| Admin fee / account holder | $23,691 | $4,752+398.5% | $7,360+221.9% | $6,925+242.1% |