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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 | $62,060 | $81,233-23.6% | $155,567-60.1% | $80,874-23.3% |
| Participation rate | 88.1% | 66.2%+21.9pp | 78.2%+9.9pp | 67.6%+20.4pp |
| Annual return | 24.34% | 33.33%-9.0pp | 64.74%-40.4pp | 35.62%-11.3pp |
| Employer contribution / active EE | $2,020 | $3,101-34.9% | $4,674-56.8% | $2,756-26.7% |
| Participant deferral / active EE | $5,007 | $3,452+45.0% | $5,628-11.0% | $4,297+16.5% |
| Admin fee / account holder | $23,233 | $7,998+190.5% | $15,916+46.0% | $6,935+235.0% |