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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 | $59,361 | $76,551-22.5% | $123,894-52.1% | $62,881-5.6% |
| Participation rate | 82.8% | 73.0%+9.8pp | 81.4%+1.3pp | 69.3%+13.5pp |
| Annual return | 7.79% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $5,524 | $2,882+91.7% | $4,617+19.7% | $2,281+142.2% |
| Participant deferral / active EE | $6,334 | $4,840+30.9% | $5,984+5.8% | $3,203+97.7% |
| Admin fee / account holder | $22,317 | $4,826+362.5% | $8,357+167.0% | $4,296+419.5% |