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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 | $79,032 | $91,167-13.3% | $178,498-55.7% | $79,858-1.0% |
| Participation rate | 96.2% | 69.2%+26.9pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 13.30% | 24.19%-10.9pp | 151.09%-137.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $7,064 | $3,255+117.0% | $5,011+41.0% | $2,471+185.9% |
| Participant deferral / active EE | $4,001 | $3,236+23.7% | $5,202-23.1% | $3,740+7.0% |
| Admin fee / account holder | $5,173 | $6,747-23.3% | $13,985-63.0% | $5,306-2.5% |