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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 | $46,980 | $91,559-48.7% | $133,959-64.9% | $79,858-41.2% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.6%+18.4pp |
| Annual return | 20.63% | 61.85%-41.2pp | 45.09%-24.5pp | 31.72%-11.1pp |
| Employer contribution / active EE | $1,684 | $2,384-29.4% | $3,919-57.0% | $2,471-31.8% |
| Participant deferral / active EE | $4,722 | $3,734+26.5% | $5,047-6.4% | $3,740+26.3% |
| Admin fee / account holder | $22,748 | $6,321+259.9% | $8,928+154.8% | $5,306+328.7% |