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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 | $84,905 | $65,423+29.8% | $98,477-13.8% | $85,856-1.1% |
| Participation rate | 71.0% | 65.0%+6.0pp | 73.3%-2.4pp | 69.3%+1.6pp |
| Annual return | 14.00% | 21.76%-7.8pp | 1493.59%-1479.6pp | 318.58%-304.6pp |
| Employer contribution / active EE | $3,511 | $2,168+61.9% | $2,961+18.6% | $2,565+36.9% |
| Participant deferral / active EE | $5,157 | $3,167+62.8% | $4,276+20.6% | $3,952+30.5% |
| Admin fee / account holder | $1,150 | $4,594-75.0% | $5,951-80.7% | $6,261-81.6% |