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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 | $48,504 | $72,486-33.1% | $87,103-44.3% | $72,976-33.5% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.9%+22.0pp | 69.5%+29.3pp |
| Annual return | 29.43% | 24.46%+5.0pp | 28.19%+1.2pp | 81.02%-51.6pp |
| Employer contribution / active EE | $2,119 | $1,894+11.9% | $2,521-16.0% | $2,440-13.2% |
| Participant deferral / active EE | $3,721 | $3,270+13.8% | $4,049-8.1% | $3,608+3.1% |
| Admin fee / account holder | $4,089 | $5,055-19.1% | $7,491-45.4% | $5,124-20.2% |