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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 | $27,072 | $178,174-84.8% | $156,181-82.7% | $137,256-80.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 12.78% | 84.19%-71.4pp | 64.87%-52.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $5,000 | $4,972+0.6% | $4,294+16.4% | $4,156+20.3% |
| Participant deferral / active EE | $10,333 | $6,888+50.0% | $6,132+68.5% | $6,407+61.3% |
| Admin fee / account holder | $58,911 | $17,404+238.5% | $14,586+303.9% | $12,270+380.1% |