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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 | $66,391 | $93,598-29.1% | $135,974-51.2% | $75,173-11.7% |
| Participation rate | 88.2% | 75.2%+13.0pp | 81.9%+6.3pp | 67.2%+21.0pp |
| Annual return | 64.00% | 30.89%+33.1pp | 68.30%-4.3pp | 160.72%-96.7pp |
| Employer contribution / active EE | $3,157 | $3,538-10.8% | $4,859-35.0% | $2,671+18.2% |
| Participant deferral / active EE | $9,086 | $6,405+41.8% | $7,760+17.1% | $4,126+120.2% |
| Admin fee / account holder | $22,815 | $6,978+227.0% | $10,767+111.9% | $5,651+303.8% |