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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 | $54,365 | $76,551-29.0% | $123,894-56.1% | $62,881-13.5% |
| Participation rate | 89.7% | 73.0%+16.7pp | 81.4%+8.2pp | 69.3%+20.4pp |
| Annual return | 6.27% | 18.68%-12.4pp | 47.52%-41.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,527 | $2,882-12.3% | $4,617-45.3% | $2,281+10.8% |
| Participant deferral / active EE | $4,199 | $4,840-13.2% | $5,984-29.8% | $3,203+31.1% |
| Admin fee / account holder | $17,837 | $4,826+269.6% | $8,357+113.4% | $4,296+315.2% |