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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 | $81,358-23.7% | $155,556-60.1% | $80,959-23.3% |
| Participation rate | 88.1% | 66.3%+21.8pp | 78.2%+9.9pp | 67.7%+20.4pp |
| Annual return | 24.34% | 33.39%-9.0pp | 64.84%-40.5pp | 35.67%-11.3pp |
| Employer contribution / active EE | $2,020 | $3,106-35.0% | $4,675-56.8% | $2,757-26.7% |
| Participant deferral / active EE | $5,007 | $3,455+44.9% | $5,631-11.1% | $4,300+16.4% |
| Admin fee / account holder | $23,233 | $7,994+190.6% | $15,885+46.3% | $6,925+235.5% |