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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 | $57,769 | $89,259-35.3% | $107,187-46.1% | $82,637-30.1% |
| Participation rate | 91.2% | 67.9%+23.2pp | 75.0%+16.2pp | 68.1%+23.1pp |
| Annual return | 15.11% | 21.02%-5.9pp | 204.55%-189.4pp | 53.51%-38.4pp |
| Employer contribution / active EE | $4,858 | $3,080+57.7% | $3,782+28.4% | $2,552+90.4% |
| Participant deferral / active EE | $4,261 | $4,037+5.5% | $5,096-16.4% | $4,126+3.3% |
| Admin fee / account holder | $12,523 | $7,381+69.7% | $9,162+36.7% | $7,339+70.6% |