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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 | $46,449 | $91,559-49.3% | $133,959-65.3% | $79,858-41.8% |
| Participation rate | 91.7% | 73.3%+18.3pp | 79.8%+11.8pp | 69.6%+22.0pp |
| Annual return | 17.78% | 61.85%-44.1pp | 45.09%-27.3pp | 31.72%-13.9pp |
| Employer contribution / active EE | $2,435 | $2,384+2.1% | $3,919-37.9% | $2,471-1.5% |
| Participant deferral / active EE | $2,747 | $3,734-26.4% | $5,047-45.6% | $3,740-26.5% |
| Admin fee / account holder | $23,004 | $6,321+263.9% | $8,928+157.7% | $5,306+333.6% |