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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 | $65,257 | $93,589-30.3% | $135,942-52.0% | $75,181-13.2% |
| Participation rate | 86.8% | 75.2%+11.7pp | 81.9%+4.9pp | 67.2%+19.6pp |
| Annual return | 17.39% | 30.90%-13.5pp | 68.28%-50.9pp | 160.69%-143.3pp |
| Employer contribution / active EE | $3,805 | $3,537+7.6% | $4,858-21.7% | $2,671+42.5% |
| Participant deferral / active EE | $7,217 | $6,405+12.7% | $7,759-7.0% | $4,126+74.9% |
| Admin fee / account holder | $21,754 | $6,977+211.8% | $10,764+102.1% | $5,650+285.0% |