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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 | $68,852 | $73,978-6.9% | $96,515-28.7% | $75,173-8.4% |
| Participation rate | 93.3% | 66.4%+26.9pp | 74.3%+19.0pp | 67.2%+26.1pp |
| Annual return | 17.59% | 26.72%-9.1pp | 35.73%-18.1pp | 160.72%-143.1pp |
| Employer contribution / active EE | $11,941 | $2,931+307.4% | $3,740+219.3% | $2,671+347.1% |
| Participant deferral / active EE | $4,394 | $3,660+20.1% | $4,880-10.0% | $4,126+6.5% |
| Admin fee / account holder | $10,760 | $5,219+106.2% | $6,735+59.8% | $5,651+90.4% |