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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 | $46,992 | $56,054-16.2% | $171,082-72.5% | $62,881-25.3% |
| Participation rate | 95.0% | 62.9%+32.1pp | 76.7%+18.3pp | 69.3%+25.7pp |
| Annual return | 5.88% | 22.52%-16.6pp | 32.56%-26.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $18,967 | $1,731+995.7% | $4,002+373.9% | $2,281+731.6% |
| Participant deferral / active EE | $5,470 | $3,158+73.2% | $4,797+14.0% | $3,203+70.8% |
| Admin fee / account holder | $14,658 | $3,647+301.9% | $8,520+72.0% | $4,296+241.2% |