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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 | $54,339 | $77,638-30.0% | $156,551-65.3% | $62,881-13.6% |
| Participation rate | 92.6% | 71.2%+21.4pp | 84.0%+8.6pp | 69.3%+23.3pp |
| Annual return | 4.69% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $6,036 | $3,444+75.3% | $5,501+9.7% | $2,281+164.6% |
| Participant deferral / active EE | $3,773 | $3,046+23.9% | $4,871-22.5% | $3,203+17.8% |
| Admin fee / account holder | $31,304 | $5,561+462.9% | $13,028+140.3% | $4,296+628.7% |