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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 | $48,135 | $72,269-33.4% | $101,271-52.5% | $79,852-39.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.35% | 22.29%-4.9pp | 46.48%-29.1pp | 31.72%-14.4pp |
| Employer contribution / active EE | $4,318 | $2,692+60.4% | $3,660+18.0% | $2,471+74.7% |
| Participant deferral / active EE | $7,071 | $3,282+115.5% | $4,371+61.8% | $3,740+89.0% |
| Admin fee / account holder | $4,719 | $4,401+7.2% | $5,948-20.7% | $5,306-11.1% |