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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 | $59,491 | $81,487-27.0% | $102,412-41.9% | $80,935-26.5% |
| Participation rate | 82.4% | 66.8%+15.5pp | 74.5%+7.8pp | 67.7%+14.7pp |
| Annual return | 13.70% | 25.60%-11.9pp | 24.94%-11.2pp | 35.66%-22.0pp |
| Employer contribution / active EE | $4,624 | $3,103+49.0% | $3,870+19.5% | $2,757+67.7% |
| Participant deferral / active EE | $5,209 | $3,871+34.6% | $5,060+2.9% | $4,299+21.2% |
| Admin fee / account holder | $25,958 | $6,717+286.4% | $8,388+209.5% | $6,924+274.9% |