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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 | $46,005 | $77,638-40.7% | $156,551-70.6% | $62,881-26.8% |
| Participation rate | 90.3% | 71.2%+19.1pp | 84.0%+6.3pp | 69.3%+21.0pp |
| Annual return | 15.23% | 50.33%-35.1pp | 32.23%-17.0pp | 20.14%-4.9pp |
| Employer contribution / active EE | $4,844 | $3,444+40.7% | $5,501-12.0% | $2,281+112.4% |
| Participant deferral / active EE | $4,651 | $3,046+52.7% | $4,871-4.5% | $3,203+45.2% |
| Admin fee / account holder | $3,353 | $5,561-39.7% | $13,028-74.3% | $4,296-21.9% |