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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 | $48,840 | $81,446-40.0% | $103,374-52.8% | $80,874-39.6% |
| Participation rate | 98.3% | 66.9%+31.5pp | 74.5%+23.8pp | 67.6%+30.7pp |
| Annual return | 15.95% | 25.57%-9.6pp | 24.89%-8.9pp | 35.62%-19.7pp |
| Employer contribution / active EE | $3,661 | $3,107+17.8% | $3,869-5.4% | $2,756+32.9% |
| Participant deferral / active EE | $7,068 | $3,870+82.6% | $5,058+39.7% | $4,297+64.5% |
| Admin fee / account holder | $3,700 | $6,715-44.9% | $8,394-55.9% | $6,935-46.6% |