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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 | $106,749-55.5% | $145,433-67.3% | $82,448-42.4% |
| Participation rate | 78.0% | 75.6%+2.3pp | 82.1%-4.2pp | 68.1%+9.9pp |
| Annual return | 24.01% | 27.59%-3.6pp | 66.58%-42.6pp | 41.64%-17.6pp |
| Employer contribution / active EE | $3,925 | $3,444+14.0% | $4,554-13.8% | $2,551+53.9% |
| Participant deferral / active EE | $7,892 | $6,519+21.1% | $7,897-0.1% | $4,139+90.7% |
| Admin fee / account holder | $21,129 | $8,390+151.8% | $13,129+60.9% | $7,234+192.1% |