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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 | $68,541 | $97,648-29.8% | $121,663-43.7% | $87,485-21.7% |
| Participation rate | 85.7% | 70.5%+15.2pp | 74.5%+11.2pp | 68.9%+16.8pp |
| Annual return | 17.80% | 18.03%-0.2pp | 147.54%-129.7pp | 26.06%-8.3pp |
| Employer contribution / active EE | $6,227 | $2,300+170.7% | $3,020+106.2% | $2,596+139.8% |
| Participant deferral / active EE | $10,833 | $3,923+176.1% | $4,887+121.7% | $4,274+153.5% |
| Admin fee / account holder | $37,064 | $11,100+233.9% | $14,289+159.4% | $7,775+376.7% |