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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 | $83,541 | $73,988+12.9% | $96,538-13.5% | $75,177+11.1% |
| Participation rate | 97.9% | 66.4%+31.5pp | 74.3%+23.6pp | 67.2%+30.7pp |
| Annual return | 14.56% | 26.73%-12.2pp | 35.74%-21.2pp | 160.75%-146.2pp |
| Employer contribution / active EE | $3,562 | $2,930+21.5% | $3,740-4.8% | $2,671+33.3% |
| Participant deferral / active EE | $7,665 | $3,660+109.4% | $4,880+57.1% | $4,126+85.8% |
| Admin fee / account holder | $34,813 | $5,220+567.0% | $6,737+416.7% | $5,651+516.0% |