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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 | $49,588 | $57,590-13.9% | $86,233-42.5% | $82,448-39.9% |
| Participation rate | 76.6% | 57.9%+18.7pp | 69.0%+7.6pp | 68.1%+8.5pp |
| Annual return | 19.08% | 22.41%-3.3pp | 61.39%-42.3pp | 41.64%-22.6pp |
| Employer contribution / active EE | $5,032 | $1,655+204.0% | $2,504+100.9% | $2,551+97.3% |
| Participant deferral / active EE | $7,347 | $3,080+138.5% | $4,559+61.1% | $4,139+77.5% |
| Admin fee / account holder | $8,308 | $4,730+75.6% | $8,342-0.4% | $7,234+14.8% |