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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 | $56,052 | $89,364-37.3% | $141,177-60.3% | $72,983-23.2% |
| Participation rate | 86.2% | 75.1%+11.1pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 27.83% | 111.86%-84.0pp | 71.40%-43.6pp | 81.01%-53.2pp |
| Employer contribution / active EE | $3,599 | $3,115+15.5% | $4,736-24.0% | $2,440+47.5% |
| Participant deferral / active EE | $7,341 | $5,419+35.5% | $6,710+9.4% | $3,608+103.5% |
| Admin fee / account holder | $15,933 | $5,959+167.4% | $10,263+55.2% | $5,124+210.9% |