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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 | $59,547 | $181,896-67.3% | $156,551-62.0% | $273,972-78.3% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 4.83% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,175 | $6,248-65.2% | $5,501-60.5% | $4,869-55.3% |
| Participant deferral / active EE | $4,808 | $5,550-13.4% | $4,871-1.3% | $5,287-9.1% |
| Admin fee / account holder | $32,051 | $15,560+106.0% | $13,028+146.0% | $10,133+216.3% |