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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 | $88,207 | $77,908+13.2% | $149,696-41.1% | $75,173+17.3% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 15.39% | 31.73%-16.3pp | 134.46%-119.1pp | 160.72%-145.3pp |
| Employer contribution / active EE | $1,707 | $3,138-45.6% | $4,821-64.6% | $2,671-36.1% |
| Participant deferral / active EE | $6,073 | $3,411+78.0% | $5,682+6.9% | $4,126+47.2% |
| Admin fee / account holder | $29,229 | $5,950+391.3% | $13,212+121.2% | $5,651+417.3% |