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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 | $57,413 | $84,236-31.8% | $170,435-66.3% | $70,126-18.1% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 16.41% | 23.06%-6.7pp | 205.94%-189.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $7,641 | $3,387+125.6% | $5,432+40.7% | $2,343+226.2% |
| Participant deferral / active EE | $7,613 | $3,086+146.7% | $4,939+54.1% | $3,332+128.5% |
| Admin fee / account holder | $36,000 | $5,698+531.8% | $13,881+159.4% | $4,645+675.0% |