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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 | $50,010 | $84,236-40.6% | $170,435-70.7% | $70,126-28.7% |
| Participation rate | 81.5% | 70.8%+10.7pp | 83.6%-2.1pp | 69.5%+11.9pp |
| Annual return | 16.02% | 23.06%-7.0pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,316 | $3,387-31.6% | $5,432-57.4% | $2,343-1.1% |
| Participant deferral / active EE | $4,031 | $3,086+30.6% | $4,939-18.4% | $3,332+21.0% |
| Admin fee / account holder | $7,456 | $5,698+30.8% | $13,881-46.3% | $4,645+60.5% |