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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 | $47,207 | $72,269-34.7% | $101,271-53.4% | $79,852-40.9% |
| Participation rate | 89.7% | 68.5%+21.3pp | 75.8%+13.9pp | 69.6%+20.1pp |
| Annual return | 14.72% | 22.29%-7.6pp | 46.48%-31.8pp | 31.72%-17.0pp |
| Employer contribution / active EE | $1,844 | $2,692-31.5% | $3,660-49.6% | $2,471-25.4% |
| Participant deferral / active EE | $4,370 | $3,282+33.2% | $4,3710% | $3,740+16.8% |
| Admin fee / account holder | $4,249 | $4,401-3.5% | $5,948-28.6% | $5,306-19.9% |