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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 | $68,167 | $77,814-12.4% | $158,223-56.9% | $86,983-21.6% |
| Participation rate | 88.4% | 68.4%+20.0pp | 79.2%+9.2pp | 69.5%+18.8pp |
| Annual return | 17.67% | 30.54%-12.9pp | 52.09%-34.4pp | 25.83%-8.2pp |
| Employer contribution / active EE | $7,355 | $2,592+183.7% | $4,109+79.0% | $2,584+184.6% |
| Participant deferral / active EE | $4,700 | $3,270+43.7% | $5,467-14.0% | $4,194+12.1% |
| Admin fee / account holder | $2,582 | $5,879-56.1% | $16,047-83.9% | $7,856-67.1% |