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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 | $50,741 | $58,848-13.8% | $88,179-42.5% | $82,637-38.6% |
| Participation rate | 71.7% | 57.9%+13.8pp | 69.1%+2.6pp | 68.1%+3.7pp |
| Annual return | 17.38% | 22.76%-5.4pp | 64.97%-47.6pp | 53.51%-36.1pp |
| Employer contribution / active EE | $2,893 | $1,678+72.3% | $2,549+13.5% | $2,552+13.3% |
| Participant deferral / active EE | $5,727 | $3,124+83.3% | $4,614+24.1% | $4,126+38.8% |
| Admin fee / account holder | $16,557 | $4,795+245.3% | $7,673+115.8% | $7,339+125.6% |