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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 | $106,247 | $70,684+50.3% | $169,390-37.3% | $75,173+41.3% |
| Participation rate | 71.9% | 64.8%+7.1pp | 77.2%-5.3pp | 67.2%+4.7pp |
| Annual return | 14.23% | 36.38%-22.1pp | 406.07%-391.8pp | 160.72%-146.5pp |
| Employer contribution / active EE | $731 | $2,211-67.0% | $4,013-81.8% | $2,671-72.6% |
| Participant deferral / active EE | $7,244 | $4,310+68.1% | $6,222+16.4% | $4,126+75.6% |
| Admin fee / account holder | $37,729 | $5,404+598.2% | $9,015+318.5% | $5,651+567.7% |