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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 | $76,834-43.7% | $108,359-60.1% | $87,485-50.5% |
| Participation rate | 83.8% | 61.7%+22.1pp | 70.1%+13.7pp | 68.9%+14.9pp |
| Annual return | 17.95% | 19.09%-1.1pp | 36.89%-18.9pp | 26.06%-8.1pp |
| Employer contribution / active EE | $2,481 | $1,556+59.4% | $2,399+3.4% | $2,596-4.5% |
| Participant deferral / active EE | $4,685 | $3,100+51.1% | $4,137+13.3% | $4,274+9.6% |
| Admin fee / account holder | $17,647 | $6,537+170.0% | $9,741+81.2% | $7,775+127.0% |