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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 | $77,835 | $165,381-52.9% | $149,730-48.0% | $158,966-51.0% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 11.82% | 348.29%-336.5pp | 276.70%-264.9pp | 302.95%-291.1pp |
| Employer contribution / active EE | $14,573 | $5,104+185.5% | $4,645+213.7% | $4,762+206.0% |
| Participant deferral / active EE | $3,859 | $7,182-46.3% | $6,843-43.6% | $5,983-35.5% |
| Admin fee / account holder | $37,494 | $10,809+246.9% | $9,310+302.7% | $11,250+233.3% |