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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 | $57,914 | $135,956-57.4% | $123,894-53.3% | $273,972-78.9% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 3.91% | 56.63%-52.7pp | 47.52%-43.6pp | 41.46%-37.5pp |
| Employer contribution / active EE | $6,021 | $5,170+16.5% | $4,617+30.4% | $4,869+23.7% |
| Participant deferral / active EE | $4,746 | $6,343-25.2% | $5,984-20.7% | $5,287-10.2% |
| Admin fee / account holder | $29,757 | $9,817+203.1% | $8,357+256.1% | $10,133+193.7% |