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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 | $47,520 | $107,421-55.8% | $182,262-73.9% | $94,015-49.5% |
| Participation rate | 78.0% | 77.8%+0.2pp | 84.2%-6.2pp | 70.8%+7.1pp |
| Annual return | 24.01% | 21.32%+2.7pp | 140.60%-116.6pp | 17.84%+6.2pp |
| Employer contribution / active EE | $3,925 | $3,448+13.9% | $5,046-22.2% | $2,790+40.7% |
| Participant deferral / active EE | $7,892 | $6,558+20.4% | $8,276-4.6% | $4,249+85.7% |
| Admin fee / account holder | $21,129 | $8,692+143.1% | $16,712+26.4% | $8,951+136.1% |