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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 | $60,664 | $65,367-7.2% | $92,915-34.7% | $72,976-16.9% |
| Participation rate | 96.2% | 68.3%+27.8pp | 76.0%+20.1pp | 69.5%+26.7pp |
| Annual return | 18.80% | 42.11%-23.3pp | 109.45%-90.6pp | 81.02%-62.2pp |
| Employer contribution / active EE | $3,420 | $2,594+31.9% | $3,653-6.4% | $2,440+40.2% |
| Participant deferral / active EE | $5,699 | $3,128+82.2% | $4,238+34.5% | $3,608+58.0% |
| Admin fee / account holder | $14,862 | $4,251+249.6% | $5,796+156.4% | $5,124+190.0% |