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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 | $57,590-11.9% | $86,233-41.2% | $82,448-38.5% |
| Participation rate | 71.7% | 57.9%+13.9pp | 69.0%+2.7pp | 68.1%+3.7pp |
| Annual return | 17.38% | 22.41%-5.0pp | 61.39%-44.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,893 | $1,655+74.8% | $2,504+15.5% | $2,551+13.4% |
| Participant deferral / active EE | $5,727 | $3,080+85.9% | $4,559+25.6% | $4,139+38.4% |
| Admin fee / account holder | $16,557 | $4,730+250.0% | $8,342+98.5% | $7,234+128.9% |