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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 | $56,536 | $90,486-37.5% | $78,676-28.1% | $273,972-79.4% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 22.68% | 75.62%-52.9pp | 62.19%-39.5pp | 41.46%-18.8pp |
| Employer contribution / active EE | $3,277 | $3,175+3.2% | $2,850+15.0% | $4,869-32.7% |
| Participant deferral / active EE | $5,140 | $3,901+31.7% | $3,517+46.1% | $5,287-2.8% |
| Admin fee / account holder | $18,197 | $5,263+245.7% | $4,510+303.5% | $10,133+79.6% |