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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 | $54,436 | $101,763-46.5% | $164,866-67.0% | $80,874-32.7% |
| Participation rate | 87.1% | 71.8%+15.3pp | 78.6%+8.5pp | 67.6%+19.4pp |
| Annual return | 13.24% | 16.73%-3.5pp | 69.97%-56.7pp | 35.62%-22.4pp |
| Employer contribution / active EE | $4,063 | $2,954+37.5% | $4,343-6.4% | $2,756+47.4% |
| Participant deferral / active EE | $12,447 | $4,477+178.1% | $6,033+106.3% | $4,297+189.7% |
| Admin fee / account holder | $17,711 | $8,228+115.3% | $12,689+39.6% | $6,935+155.4% |