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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 | $48,188 | $81,457-40.8% | $103,378-53.4% | $80,911-40.4% |
| Participation rate | 98.5% | 66.8%+31.7pp | 74.5%+24.0pp | 67.6%+30.9pp |
| Annual return | 11.84% | 25.58%-13.7pp | 24.91%-13.1pp | 35.63%-23.8pp |
| Employer contribution / active EE | $3,128 | $3,107+0.7% | $3,870-19.2% | $2,756+13.5% |
| Participant deferral / active EE | $3,751 | $3,871-3.1% | $5,058-25.8% | $4,297-12.7% |
| Admin fee / account holder | $1,118 | $6,717-83.4% | $8,401-86.7% | $6,935-83.9% |