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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 | $50,637 | $94,436-46.4% | $115,599-56.2% | $82,637-38.7% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.3%+5.7pp | 68.1%+11.9pp |
| Annual return | 13.40% | 18.37%-5.0pp | 111.10%-97.7pp | 53.51%-40.1pp |
| Employer contribution / active EE | $951 | $2,324-59.1% | $2,955-67.8% | $2,552-62.7% |
| Participant deferral / active EE | $2,164 | $3,955-45.3% | $4,889-55.7% | $4,126-47.6% |
| Admin fee / account holder | $20,420 | $10,328+97.7% | $12,841+59.0% | $7,339+178.3% |