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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 | $54,924 | $87,106-36.9% | $105,607-48.0% | $80,935-32.1% |
| Participation rate | 87.8% | 70.4%+17.4pp | 75.3%+12.6pp | 67.7%+20.2pp |
| Annual return | 10.26% | 17.01%-6.8pp | 116.11%-105.8pp | 35.66%-25.4pp |
| Employer contribution / active EE | $2,949 | $2,396+23.1% | $3,167-6.9% | $2,757+7.0% |
| Participant deferral / active EE | $4,865 | $3,986+22.0% | $5,011-2.9% | $4,299+13.1% |
| Admin fee / account holder | $14,432 | $8,447+70.9% | $10,958+31.7% | $6,924+108.4% |