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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 | $79,021 | $88,672-10.9% | $105,223-24.9% | $82,448-4.2% |
| Participation rate | 97.6% | 67.9%+29.7pp | 75.0%+22.6pp | 68.1%+29.6pp |
| Annual return | 16.25% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $5,131 | $3,048+68.3% | $3,689+39.1% | $2,551+101.1% |
| Participant deferral / active EE | $5,157 | $4,036+27.8% | $5,072+1.7% | $4,139+24.6% |
| Admin fee / account holder | $20,436 | $7,146+186.0% | $8,859+130.7% | $7,234+182.5% |