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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 | $52,408 | $89,370-41.4% | $141,197-62.9% | $72,976-28.2% |
| Participation rate | 82.1% | 75.1%+6.9pp | 82.5%-0.4pp | 69.5%+12.6pp |
| Annual return | 27.66% | 111.88%-84.2pp | 71.41%-43.7pp | 81.02%-53.4pp |
| Employer contribution / active EE | $2,181 | $3,115-30.0% | $4,736-53.9% | $2,440-10.6% |
| Participant deferral / active EE | $4,534 | $5,419-16.3% | $6,710-32.4% | $3,608+25.7% |
| Admin fee / account holder | $13,353 | $5,957+124.2% | $10,265+30.1% | $5,124+160.6% |