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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 | $110,194 | $62,592+76.1% | $85,693+28.6% | $85,856+28.3% |
| Participation rate | 93.8% | 61.1%+32.7pp | 69.9%+24.0pp | 69.3%+24.5pp |
| Annual return | 13.64% | 23.77%-10.1pp | 21.49%-7.9pp | 318.58%-304.9pp |
| Employer contribution / active EE | $2,268 | $1,755+29.2% | $2,618-13.4% | $2,565-11.6% |
| Participant deferral / active EE | $6,111 | $2,802+118.1% | $3,923+55.8% | $3,952+54.6% |
| Admin fee / account holder | $33,342 | $4,643+618.2% | $6,874+385.0% | $6,261+432.6% |