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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 | $57,527 | $83,485-31.1% | $125,192-54.0% | $72,975-21.2% |
| Participation rate | 98.8% | 73.3%+25.5pp | 79.8%+19.0pp | 69.5%+29.3pp |
| Annual return | 18.00% | 25.77%-7.8pp | 43.79%-25.8pp | 81.01%-63.0pp |
| Employer contribution / active EE | $3,881 | $2,346+65.5% | $3,866+0.4% | $2,440+59.1% |
| Participant deferral / active EE | $1,667 | $3,586-53.5% | $4,937-66.2% | $3,608-53.8% |
| Admin fee / account holder | $15,706 | $5,518+184.6% | $9,704+61.9% | $5,124+206.5% |