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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 | $48,572 | $45,087+7.7% | $69,483-30.1% | $72,976-33.4% |
| Participation rate | 96.6% | 68.5%+28.1pp | 74.6%+22.0pp | 69.5%+27.1pp |
| Annual return | 15.45% | 22.67%-7.2pp | 28.99%-13.5pp | 81.02%-65.6pp |
| Employer contribution / active EE | $2,302 | $2,055+12.0% | $2,780-17.2% | $2,440-5.7% |
| Participant deferral / active EE | $1,322 | $2,603-49.2% | $3,537-62.6% | $3,608-63.4% |
| Admin fee / account holder | $5,359 | $3,057+75.3% | $3,841+39.5% | $5,124+4.6% |