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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 | $80,133 | $53,837+48.8% | $75,717+5.8% | $85,856-6.7% |
| Participation rate | 94.6% | 69.1%+25.5pp | 74.8%+19.8pp | 69.3%+25.3pp |
| Annual return | 17.18% | 24.54%-7.4pp | 104.58%-87.4pp | 318.58%-301.4pp |
| Employer contribution / active EE | $2,199 | $2,017+9.0% | $2,743-19.8% | $2,565-14.3% |
| Participant deferral / active EE | $4,188 | $2,895+44.7% | $3,821+9.6% | $3,952+6.0% |
| Admin fee / account holder | $4,953 | $3,341+48.2% | $3,619+36.8% | $6,261-20.9% |