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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 | $45,002 | $47,848-5.9% | $81,473-44.8% | $70,126-35.8% |
| Participation rate | 93.5% | 58.3%+35.3pp | 68.0%+25.6pp | 69.5%+24.0pp |
| Annual return | 20.11% | 27.25%-7.1pp | 38.78%-18.7pp | 73.15%-53.0pp |
| Employer contribution / active EE | $4,419 | $1,527+189.4% | $2,568+72.1% | $2,343+88.6% |
| Participant deferral / active EE | $4,125 | $2,453+68.2% | $3,537+16.6% | $3,332+23.8% |
| Admin fee / account holder | $4,517 | $3,145+43.6% | $4,561-1.0% | $4,645-2.8% |