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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 | $49,446 | $67,602-26.9% | $82,312-39.9% | $70,126-29.5% |
| Participation rate | 89.4% | 72.8%+16.6pp | 76.9%+12.5pp | 69.5%+19.9pp |
| Annual return | 16.25% | 21.57%-5.3pp | 25.88%-9.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,699 | $2,987+57.3% | $3,706+26.8% | $3,332+41.0% |
| Admin fee / account holder | $5,143 | $4,512+14.0% | $5,608-8.3% | $4,645+10.7% |