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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 | $46,628 | $79,557-41.4% | $118,746-60.7% | $70,124-33.5% |
| Participation rate | 97.7% | 71.4%+26.3pp | 78.3%+19.4pp | 69.5%+28.1pp |
| Annual return | 18.26% | 25.64%-7.4pp | 24.54%-6.3pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,912 | $2,861+1.8% | $4,193-30.6% | $2,342+24.3% |
| Participant deferral / active EE | $5,783 | $4,089+41.4% | $5,332+8.4% | $3,332+73.6% |
| Admin fee / account holder | $2,125 | $5,374-60.5% | $10,720-80.2% | $4,645-54.3% |