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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 | $48,057 | $76,371-37.1% | $93,621-48.7% | $72,975-34.1% |
| Participation rate | 90.6% | 71.8%+18.9pp | 75.8%+14.8pp | 69.5%+21.1pp |
| Annual return | 21.51% | 25.82%-4.3pp | 32.76%-11.2pp | 81.01%-59.5pp |
| Employer contribution / active EE | $2,089 | $2,276-8.2% | $2,719-23.2% | $2,440-14.4% |
| Participant deferral / active EE | $2,607 | $3,538-26.3% | $4,070-35.9% | $3,608-27.7% |
| Admin fee / account holder | $2,608 | $6,839-61.9% | $7,890-66.9% | $5,124-49.1% |