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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 | $50,179 | $48,078+4.4% | $78,676-36.2% | $62,881-20.2% |
| Participation rate | 80.0% | 65.2%+14.8pp | 73.6%+6.4pp | 69.3%+10.7pp |
| Annual return | 5.16% | 31.36%-26.2pp | 62.19%-57.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $3,505 | $2,015+74.0% | $2,850+23.0% | $2,281+53.7% |
| Participant deferral / active EE | $4,388 | $2,587+69.6% | $3,517+24.8% | $3,203+37.0% |
| Admin fee / account holder | $28,400 | $3,206+785.8% | $4,510+529.7% | $4,296+561.1% |