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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 | $49,588 | $58,848-15.7% | $88,179-43.8% | $82,637-40.0% |
| Participation rate | 76.6% | 57.9%+18.7pp | 69.1%+7.5pp | 68.1%+8.5pp |
| Annual return | 19.08% | 22.76%-3.7pp | 64.97%-45.9pp | 53.51%-34.4pp |
| Employer contribution / active EE | $5,032 | $1,678+199.8% | $2,549+97.4% | $2,552+97.2% |
| Participant deferral / active EE | $7,347 | $3,124+135.2% | $4,614+59.2% | $4,126+78.1% |
| Admin fee / account holder | $8,308 | $4,795+73.3% | $7,673+8.3% | $7,339+13.2% |