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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 | $68,895 | $84,236-18.2% | $170,435-59.6% | $70,126-1.8% |
| Participation rate | 89.3% | 70.8%+18.5pp | 83.6%+5.7pp | 69.5%+19.7pp |
| Annual return | 14.36% | 23.06%-8.7pp | 205.94%-191.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,844 | $3,387-45.6% | $5,432-66.1% | $2,343-21.3% |
| Participant deferral / active EE | $3,653 | $3,086+18.4% | $4,939-26.0% | $3,332+9.6% |
| Admin fee / account holder | $20,643 | $5,698+262.3% | $13,881+48.7% | $4,645+344.4% |