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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 | $57,551 | $91,559-37.1% | $133,978-57.0% | $79,856-27.9% |
| Participation rate | 77.1% | 73.3%+3.7pp | 79.8%-2.8pp | 69.6%+7.4pp |
| Annual return | 11.97% | 61.85%-49.9pp | 45.10%-33.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,390 | $2,384-41.7% | $3,919-64.5% | $2,471-43.8% |
| Participant deferral / active EE | $2,580 | $3,734-30.9% | $5,047-48.9% | $3,741-31.0% |
| Admin fee / account holder | $15,001 | $6,321+137.3% | $8,930+68.0% | $5,306+182.7% |