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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 | $45,711 | $91,019-49.8% | $392,568-88.4% | $72,976-37.4% |
| Participation rate | 82.1% | 74.4%+7.8pp | 78.1%+4.1pp | 69.5%+12.7pp |
| Annual return | 24.82% | 20.00%+4.8pp | 24.42%+0.4pp | 81.02%-56.2pp |
| Employer contribution / active EE | $1,524 | $2,751-44.6% | $3,783-59.7% | $2,440-37.5% |
| Participant deferral / active EE | $6,362 | $4,570+39.2% | $5,985+6.3% | $3,608+76.3% |
| Admin fee / account holder | $19,308 | $4,895+294.5% | $6,260+208.4% | $5,124+276.8% |