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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 | $46,686 | $58,848-20.7% | $88,179-47.1% | $82,637-43.5% |
| Participation rate | 84.8% | 57.9%+26.9pp | 69.1%+15.6pp | 68.1%+16.7pp |
| Annual return | 17.43% | 22.76%-5.3pp | 64.97%-47.5pp | 53.51%-36.1pp |
| Employer contribution / active EE | $3,922 | $1,678+133.7% | $2,549+53.9% | $2,552+53.7% |
| Participant deferral / active EE | $7,030 | $3,124+125.1% | $4,614+52.4% | $4,126+70.4% |
| Admin fee / account holder | $8,530 | $4,795+77.9% | $7,673+11.2% | $7,339+16.2% |