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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 | $51,033 | $181,896-71.9% | $156,551-67.4% | $273,972-81.4% |
| Participation rate | 91.3% | 88.4%+2.9pp | 84.0%+7.3pp | 83.0%+8.3pp |
| Annual return | 4.53% | 30.74%-26.2pp | 32.23%-27.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $1,870 | $6,248-70.1% | $5,501-66.0% | $4,869-61.6% |
| Participant deferral / active EE | $2,848 | $5,550-48.7% | $4,871-41.5% | $5,287-46.1% |
| Admin fee / account holder | $31,213 | $15,560+100.6% | $13,028+139.6% | $10,133+208.0% |