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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 | $59,939 | $72,272-17.1% | $101,264-40.8% | $79,858-24.9% |
| Participation rate | 74.1% | 68.5%+5.6pp | 75.8%-1.7pp | 69.6%+4.4pp |
| Annual return | 17.21% | 22.30%-5.1pp | 46.48%-29.3pp | 31.72%-14.5pp |
| Employer contribution / active EE | $2,117 | $2,692-21.3% | $3,660-42.1% | $2,471-14.3% |
| Participant deferral / active EE | $4,865 | $3,282+48.3% | $4,370+11.3% | $3,740+30.1% |
| Admin fee / account holder | $16,166 | $4,401+267.4% | $5,947+171.8% | $5,306+204.7% |