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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 | $76,858 | $48,327+59.0% | $67,575+13.7% | $80,935-5.0% |
| Participation rate | 73.0% | 66.4%+6.6pp | 72.9%+0.1pp | 67.7%+5.3pp |
| Annual return | 13.26% | 18.31%-5.1pp | 3528.98%-3515.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $3,668 | $2,022+81.4% | $2,736+34.1% | $2,757+33.1% |
| Participant deferral / active EE | $4,977 | $2,927+70.0% | $4,003+24.3% | $4,299+15.8% |
| Admin fee / account holder | $10,119 | $3,692+174.1% | $3,993+153.4% | $6,924+46.1% |