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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 | $77,082 | $78,682-2.0% | $109,188-29.4% | $85,851-10.2% |
| Participation rate | 93.2% | 68.3%+24.9pp | 75.9%+17.3pp | 69.3%+23.9pp |
| Annual return | 15.09% | 25.09%-10.0pp | 25.76%-10.7pp | 318.63%-303.5pp |
| Employer contribution / active EE | $3,972 | $2,734+45.3% | $3,723+6.7% | $2,565+54.8% |
| Participant deferral / active EE | $4,598 | $3,468+32.6% | $4,654-1.2% | $3,952+16.3% |
| Admin fee / account holder | $18,605 | $5,470+240.2% | $6,755+175.4% | $6,261+197.2% |