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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 | $78,348 | $106,864-26.7% | $147,318-46.8% | $82,637-5.2% |
| Participation rate | 94.4% | 75.5%+18.9pp | 82.1%+12.4pp | 68.1%+26.4pp |
| Annual return | 16.78% | 27.49%-10.7pp | 70.43%-53.7pp | 53.51%-36.7pp |
| Employer contribution / active EE | $2,904 | $3,417-15.0% | $4,593-36.8% | $2,552+13.8% |
| Participant deferral / active EE | $5,849 | $6,496-10.0% | $7,906-26.0% | $4,126+41.7% |
| Admin fee / account holder | $18,333 | $8,415+117.9% | $13,708+33.7% | $7,339+149.8% |