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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 | $70,360 | $78,670-10.6% | $109,173-35.6% | $85,847-18.0% |
| Participation rate | 73.3% | 68.3%+5.1pp | 75.9%-2.5pp | 69.3%+4.0pp |
| Annual return | 19.87% | 25.09%-5.2pp | 25.75%-5.9pp | 318.61%-298.7pp |
| Employer contribution / active EE | $1,908 | $2,734-30.2% | $3,723-48.8% | $2,565-25.6% |
| Participant deferral / active EE | $4,608 | $3,467+32.9% | $4,654-1.0% | $3,952+16.6% |
| Admin fee / account holder | $12,766 | $5,469+133.4% | $6,755+89.0% | $6,261+103.9% |