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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 | $129,965 | $58,493+122.2% | $84,023+54.7% | $72,976+78.1% |
| Participation rate | 76.9% | 61.2%+15.7pp | 69.0%+7.9pp | 69.5%+7.4pp |
| Annual return | 16.52% | 28.93%-12.4pp | 71.32%-54.8pp | 81.02%-64.5pp |
| Employer contribution / active EE | $1,918 | $1,163+64.9% | $1,984-3.3% | $2,440-21.4% |
| Participant deferral / active EE | $5,009 | $2,394+109.2% | $3,239+54.6% | $3,608+38.8% |
| Admin fee / account holder | $72,812 | $4,569+1493.7% | $6,102+1093.3% | $5,124+1321.0% |