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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 | $77,359 | $98,776-21.7% | $149,745-48.3% | $79,856-3.1% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.5%-5.8pp | 69.6%+7.0pp |
| Annual return | 22.00% | 27.38%-5.4pp | 276.72%-254.7pp | 31.71%-9.7pp |
| Employer contribution / active EE | $9,545 | $3,217+196.7% | $4,646+105.5% | $2,471+286.2% |
| Participant deferral / active EE | $11,332 | $5,681+99.5% | $6,843+65.6% | $3,741+203.0% |
| Admin fee / account holder | $14,615 | $6,053+141.5% | $9,312+57.0% | $5,306+175.4% |