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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 | $48,618 | $87,834-44.6% | $133,975-63.7% | $62,881-22.7% |
| Participation rate | 96.0% | 83.4%+12.6pp | 87.1%+8.9pp | 69.3%+26.7pp |
| Annual return | 8.43% | 12.05%-3.6pp | 29.29%-20.9pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,232 | $3,482-7.2% | $5,211-38.0% | $2,281+41.7% |
| Participant deferral / active EE | $5,848 | $4,812+21.5% | $6,282-6.9% | $3,203+82.6% |
| Admin fee / account holder | $2,581 | $5,372-52.0% | $9,324-72.3% | $4,296-39.9% |