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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 | $79,207 | $45,041+75.9% | $63,003+25.7% | $70,131+12.9% |
| Participation rate | 83.1% | 69.5%+13.6pp | 74.8%+8.3pp | 69.5%+13.6pp |
| Annual return | 14.19% | 18.76%-4.6pp | 87.59%-73.4pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,966 | $2,052+44.5% | $2,760+7.5% | $2,342+26.6% |
| Participant deferral / active EE | $6,874 | $2,465+178.8% | $3,329+106.5% | $3,332+106.3% |
| Admin fee / account holder | $18,342 | $2,836+546.9% | $3,600+409.5% | $4,645+294.8% |