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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 | $117,829-48.0% | $102,423-40.2% | $145,877-58.0% |
| Participation rate | 93.8% | 78.6%+15.1pp | 76.5%+17.2pp | 80.3%+13.4pp |
| Annual return | 12.84% | 31.83%-19.0pp | 29.42%-16.6pp | 551.28%-538.4pp |
| Employer contribution / active EE | $4,723 | $3,615+30.7% | $3,023+56.2% | $4,663+1.3% |
| Participant deferral / active EE | $12,058 | $5,732+110.4% | $5,054+138.6% | $6,691+80.2% |
| Admin fee / account holder | $29,415 | $13,335+120.6% | $9,455+211.1% | $13,402+119.5% |