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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 | $68,256 | $48,078+42.0% | $78,676-13.2% | $62,881+8.5% |
| Participation rate | 90.0% | 65.2%+24.8pp | 73.6%+16.4pp | 69.3%+20.7pp |
| Annual return | 10.75% | 31.36%-20.6pp | 62.19%-51.4pp | 20.14%-9.4pp |
| Employer contribution / active EE | $6,474 | $2,015+221.4% | $2,850+127.2% | $2,281+183.8% |
| Participant deferral / active EE | $4,316 | $2,587+66.8% | $3,517+22.7% | $3,203+34.8% |
| Admin fee / account holder | $13,081 | $3,206+308.0% | $4,510+190.0% | $4,296+204.5% |