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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 | $71,627 | $55,889+28.2% | $76,119-5.9% | $80,935-11.5% |
| Participation rate | 70.8% | 62.1%+8.7pp | 69.1%+1.7pp | 67.7%+3.1pp |
| Annual return | 11.12% | 20.58%-9.5pp | 361.25%-350.1pp | 35.66%-24.5pp |
| Employer contribution / active EE | $2,572 | $1,866+37.8% | $2,693-4.5% | $2,757-6.7% |
| Participant deferral / active EE | $4,680 | $3,051+53.4% | $4,259+9.9% | $4,299+8.8% |
| Admin fee / account holder | $14,556 | $5,241+177.7% | $6,421+126.7% | $6,924+110.2% |