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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% | $90,300-37.9% | $72,983-23.1% |
| Participation rate | 80.0% | 65.1%+14.9pp | 73.3%+6.7pp | 69.5%+10.5pp |
| Annual return | 21.38% | 30.63%-9.3pp | 78.11%-56.7pp | 81.01%-59.6pp |
| Employer contribution / active EE | $5,364 | $2,092+156.3% | $2,854+87.9% | $2,440+119.8% |
| Participant deferral / active EE | $7,900 | $2,887+173.7% | $3,884+103.4% | $3,608+119.0% |
| Admin fee / account holder | $32,108 | $3,972+708.4% | $5,353+499.8% | $5,124+526.6% |