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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 | $70,368 | $55,453+26.9% | $170,435-58.7% | $62,293+13.0% |
| Participation rate | 96.1% | 66.4%+29.7pp | 83.6%+12.5pp | 69.5%+26.6pp |
| Annual return | 14.00% | 21.38%-7.4pp | 205.94%-191.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,996 | $2,164-7.7% | $5,432-63.3% | $2,042-2.3% |
| Participant deferral / active EE | $3,257 | $2,303+41.4% | $4,939-34.1% | $3,169+2.8% |
| Admin fee / account holder | $5,610 | $455+1132.8% | $13,881-59.6% | $479+1070.3% |