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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 | $54,876 | $81,276-32.5% | $155,574-64.7% | $80,925-32.2% |
| Participation rate | 95.2% | 66.2%+29.0pp | 78.2%+17.0pp | 67.7%+27.6pp |
| Annual return | 10.82% | 33.36%-22.5pp | 64.87%-54.0pp | 35.65%-24.8pp |
| Employer contribution / active EE | $3,870 | $3,103+24.7% | $4,676-17.2% | $2,756+40.4% |
| Participant deferral / active EE | $2,321 | $3,453-32.8% | $5,629-58.8% | $4,299-46.0% |
| Admin fee / account holder | $17,625 | $7,993+120.5% | $15,914+10.7% | $6,940+154.0% |