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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 | $48,992 | $56,894-13.9% | $84,753-42.2% | $62,881-22.1% |
| Participation rate | 96.4% | 68.5%+27.9pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 8.75% | 6.30%+2.4pp | 22.78%-14.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $7,005 | $2,400+191.9% | $3,574+96.0% | $2,281+207.1% |
| Participant deferral / active EE | $2,109 | $2,709-22.1% | $3,712-43.2% | $3,203-34.1% |
| Admin fee / account holder | $2,313 | $3,581-35.4% | $5,333-56.6% | $4,296-46.2% |