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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 | $66,677 | $78,670-15.2% | $109,173-38.9% | $85,847-22.3% |
| Participation rate | 89.3% | 68.3%+21.0pp | 75.9%+13.4pp | 69.3%+20.0pp |
| Annual return | 13.99% | 25.09%-11.1pp | 25.75%-11.8pp | 318.61%-304.6pp |
| Employer contribution / active EE | $2,156 | $2,734-21.1% | $3,723-42.1% | $2,565-16.0% |
| Participant deferral / active EE | $5,360 | $3,467+54.6% | $4,654+15.2% | $3,952+35.6% |
| Admin fee / account holder | $20,309 | $5,469+271.3% | $6,755+200.7% | $6,261+224.4% |