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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 | $51,676 | $101,798-49.2% | $165,071-68.7% | $80,935-36.2% |
| Participation rate | 97.4% | 71.8%+25.5pp | 78.6%+18.7pp | 67.7%+29.7pp |
| Annual return | 16.51% | 16.73%-0.2pp | 70.17%-53.7pp | 35.66%-19.2pp |
| Employer contribution / active EE | $4,136 | $2,954+40.0% | $4,347-4.9% | $2,757+50.0% |
| Participant deferral / active EE | $3,890 | $4,476-13.1% | $6,035-35.6% | $4,299-9.5% |
| Admin fee / account holder | $11,423 | $8,221+38.9% | $12,695-10.0% | $6,924+65.0% |