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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 | $58,057-12.6% | $97,032-47.7% | $86,983-41.7% |
| Participation rate | 71.7% | 60.4%+11.4pp | 71.6%+0.2pp | 69.5%+2.2pp |
| Annual return | 17.38% | 22.26%-4.9pp | 35.38%-18.0pp | 25.83%-8.5pp |
| Employer contribution / active EE | $2,893 | $1,663+73.9% | $2,629+10.0% | $2,584+11.9% |
| Participant deferral / active EE | $5,727 | $3,244+76.5% | $4,672+22.6% | $4,194+36.6% |
| Admin fee / account holder | $16,557 | $4,839+242.2% | $9,418+75.8% | $7,856+110.8% |