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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 | $81,487-40.1% | $102,412-52.3% | $80,935-39.7% |
| Participation rate | 98.3% | 66.8%+31.5pp | 74.5%+23.8pp | 67.7%+30.7pp |
| Annual return | 15.95% | 25.60%-9.6pp | 24.94%-9.0pp | 35.66%-19.7pp |
| Employer contribution / active EE | $3,661 | $3,103+18.0% | $3,870-5.4% | $2,757+32.8% |
| Participant deferral / active EE | $7,068 | $3,871+82.6% | $5,060+39.7% | $4,299+64.4% |
| Admin fee / account holder | $3,700 | $6,717-44.9% | $8,388-55.9% | $6,924-46.6% |