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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 | $47,487 | $86,949-45.4% | $102,460-53.7% | $80,959-41.3% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.7%+29.7pp |
| Annual return | 11.48% | 18.89%-7.4pp | 29.47%-18.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,366 | $2,370-42.3% | $3,025-54.8% | $2,757-50.4% |
| Participant deferral / active EE | $4,524 | $4,121+9.8% | $5,056-10.5% | $4,300+5.2% |
| Admin fee / account holder | $9,310 | $8,048+15.7% | $9,460-1.6% | $6,925+34.4% |