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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 | $46,050 | $46,877-1.8% | $122,354-62.4% | $70,124-34.3% |
| Participation rate | 86.7% | 58.2%+28.5pp | 71.6%+15.0pp | 69.5%+17.1pp |
| Annual return | 18.09% | 24.22%-6.1pp | 30.28%-12.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $3,152 | $1,288+144.7% | $4,051-22.2% | $2,342+34.6% |
| Participant deferral / active EE | $4,877 | $2,167+125.0% | $3,287+48.4% | $3,332+46.4% |
| Admin fee / account holder | $2,684 | $3,324-19.3% | $5,479-51.0% | $4,645-42.2% |