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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 | $47,806 | $60,349-20.8% | $74,184-35.6% | $62,881-24.0% |
| Participation rate | 97.3% | 72.7%+24.6pp | 76.6%+20.7pp | 69.3%+28.0pp |
| Annual return | 7.21% | 21.38%-14.2pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,989 | $1,680+137.4% | $2,370+68.3% | $2,281+74.9% |
| Participant deferral / active EE | $4,727 | $2,856+65.5% | $3,550+33.2% | $3,203+47.6% |
| Admin fee / account holder | $483 | $4,261-88.7% | $5,586-91.4% | $4,296-88.8% |