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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 | $78,036 | $87,733-11.1% | $106,551-26.8% | $85,856-9.1% |
| Participation rate | 95.7% | 71.9%+23.7pp | 76.1%+19.5pp | 69.3%+26.3pp |
| Annual return | 22.58% | 21.86%+0.7pp | 26.80%-4.2pp | 318.58%-296.0pp |
| Employer contribution / active EE | $2,313 | $2,073+11.6% | $2,819-18.0% | $2,565-9.8% |
| Participant deferral / active EE | $5,011 | $3,469+44.4% | $4,398+13.9% | $3,952+26.8% |
| Admin fee / account holder | $27,798 | $6,767+310.8% | $7,408+275.3% | $6,261+344.0% |