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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 | $77,548 | $84,236-7.9% | $170,435-54.5% | $70,126+10.6% |
| Participation rate | 97.2% | 70.8%+26.4pp | 83.6%+13.6pp | 69.5%+27.6pp |
| Annual return | 16.83% | 23.06%-6.2pp | 205.94%-189.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $5,312 | $3,387+56.8% | $5,432-2.2% | $2,343+126.8% |
| Participant deferral / active EE | $4,518 | $3,086+46.4% | $4,939-8.5% | $3,332+35.6% |
| Admin fee / account holder | $18,673 | $5,698+227.7% | $13,881+34.5% | $4,645+302.0% |