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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 | $61,294 | $117,846-48.0% | $102,434-40.2% | $145,884-58.0% |
| Participation rate | 93.8% | 78.6%+15.1pp | 76.5%+17.2pp | 80.3%+13.4pp |
| Annual return | 12.84% | 31.90%-19.1pp | 29.46%-16.6pp | 551.85%-539.0pp |
| Employer contribution / active EE | $4,723 | $3,615+30.7% | $3,023+56.2% | $4,662+1.3% |
| Participant deferral / active EE | $12,058 | $5,733+110.3% | $5,055+138.5% | $6,690+80.3% |
| Admin fee / account holder | $29,415 | $13,356+120.2% | $9,462+210.9% | $13,392+119.7% |