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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 | $65,426 | $77,920-16.0% | $149,723-56.3% | $75,177-13.0% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 18.18% | 31.72%-13.5pp | 134.50%-116.3pp | 160.75%-142.6pp |
| Employer contribution / active EE | $6,005 | $3,138+91.3% | $4,821+24.5% | $2,671+124.8% |
| Participant deferral / active EE | $3,937 | $3,411+15.4% | $5,682-30.7% | $4,126-4.6% |
| Admin fee / account holder | $15,257 | $5,951+156.4% | $13,215+15.5% | $5,651+170.0% |