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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 | $53,494 | $77,638-31.1% | $156,551-65.8% | $62,881-14.9% |
| Participation rate | 94.3% | 71.2%+23.1pp | 84.0%+10.3pp | 69.3%+25.0pp |
| Annual return | 6.23% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,846 | $3,444-17.4% | $5,501-48.3% | $2,281+24.8% |
| Participant deferral / active EE | $3,133 | $3,046+2.9% | $4,871-35.7% | $3,203-2.2% |
| Admin fee / account holder | $3,853 | $5,561-30.7% | $13,028-70.4% | $4,296-10.3% |