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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 | $64,380 | $65,034-1.0% | $90,970-29.2% | $79,856-19.4% |
| Participation rate | 84.4% | 61.6%+22.8pp | 69.0%+15.4pp | 69.6%+14.7pp |
| Annual return | 13.14% | 30.45%-17.3pp | 134.60%-121.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $3,206 | $1,247+157.0% | $2,122+51.1% | $2,471+29.8% |
| Participant deferral / active EE | $5,112 | $2,512+103.5% | $3,373+51.6% | $3,741+36.7% |
| Admin fee / account holder | $53,429 | $4,536+1077.9% | $5,961+796.3% | $5,306+906.9% |