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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 | $43,263 | $73,787-41.4% | $98,716-56.2% | $82,448-47.5% |
| Participation rate | 83.8% | 61.4%+22.4pp | 69.3%+14.5pp | 68.1%+15.7pp |
| Annual return | 17.95% | 18.57%-0.6pp | 31.81%-13.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,481 | $1,511+64.1% | $2,279+8.9% | $2,551-2.8% |
| Participant deferral / active EE | $4,685 | $3,081+52.0% | $4,048+15.8% | $4,139+13.2% |
| Admin fee / account holder | $17,647 | $6,500+171.5% | $8,703+102.8% | $7,234+143.9% |