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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 | $46,643 | $73,787-36.8% | $98,716-52.8% | $82,448-43.4% |
| Participation rate | 94.1% | 61.4%+32.7pp | 69.3%+24.8pp | 68.1%+26.0pp |
| Annual return | 28.73% | 18.57%+10.2pp | 31.81%-3.1pp | 41.64%-12.9pp |
| Employer contribution / active EE | $5,526 | $1,511+265.7% | $2,279+142.5% | $2,551+116.6% |
| Participant deferral / active EE | $4,299 | $3,081+39.5% | $4,048+6.2% | $4,139+3.9% |
| Admin fee / account holder | $2,994 | $6,500-53.9% | $8,703-65.6% | $7,234-58.6% |