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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 | $54,098 | $69,590-22.3% | $136,867-60.5% | $94,015-42.5% |
| Participation rate | 80.4% | 66.3%+14.1pp | 74.5%+5.9pp | 70.8%+9.6pp |
| Annual return | 11.30% | 19.62%-8.3pp | 42.97%-31.7pp | 17.84%-6.5pp |
| Employer contribution / active EE | $4,178 | $2,396+74.4% | $3,547+17.8% | $2,790+49.8% |
| Participant deferral / active EE | $4,679 | $3,437+36.1% | $4,924-5.0% | $4,249+10.1% |
| Admin fee / account holder | $55,678 | $8,912+524.8% | $10,340+438.5% | $8,951+522.0% |