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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 | $56,093 | $54,757+2.4% | $90,304-37.9% | $72,975-23.1% |
| Participation rate | 80.0% | 65.2%+14.8pp | 73.3%+6.7pp | 69.5%+10.5pp |
| Annual return | 21.38% | 30.63%-9.3pp | 78.13%-56.8pp | 81.01%-59.6pp |
| Employer contribution / active EE | $5,364 | $2,093+156.3% | $2,855+87.9% | $2,440+119.8% |
| Participant deferral / active EE | $7,900 | $2,887+173.6% | $3,885+103.4% | $3,608+119.0% |
| Admin fee / account holder | $32,108 | $3,973+708.1% | $5,354+499.7% | $5,124+526.6% |