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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 | $41,509 | $90,486-54.1% | $78,676-47.2% | $273,972-84.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 4.89% | 75.62%-70.7pp | 62.19%-57.3pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,611 | $3,175-17.8% | $2,850-8.4% | $4,869-46.4% |
| Participant deferral / active EE | $4,664 | $3,901+19.6% | $3,517+32.6% | $5,287-11.8% |
| Admin fee / account holder | $24,615 | $5,263+367.7% | $4,510+445.8% | $10,133+142.9% |