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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 | $49,778 | $99,345-49.9% | $84,753-41.3% | $273,972-81.8% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 5.85% | 22.93%-17.1pp | 22.78%-16.9pp | 41.46%-35.6pp |
| Employer contribution / active EE | $7,432 | $4,214+76.4% | $3,574+107.9% | $4,869+52.6% |
| Participant deferral / active EE | $3,579 | $4,270-16.2% | $3,712-3.6% | $5,287-32.3% |
| Admin fee / account holder | $3,111 | $6,645-53.2% | $5,333-41.7% | $10,133-69.3% |