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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 | $63,303 | $49,255+28.5% | $70,494-10.2% | $79,856-20.7% |
| Participation rate | 91.7% | 69.2%+22.5pp | 75.1%+16.6pp | 69.6%+22.0pp |
| Annual return | 18.61% | 30.10%-11.5pp | 109.16%-90.6pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,402 | $2,100+14.4% | $2,738-12.3% | $2,471-2.8% |
| Participant deferral / active EE | $2,023 | $2,768-26.9% | $3,711-45.5% | $3,741-45.9% |
| Admin fee / account holder | $15,758 | $2,879+447.3% | $3,848+309.5% | $5,306+197.0% |