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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 | $49,617 | $76,550-35.2% | $123,894-60.0% | $62,881-21.1% |
| Participation rate | 97.7% | 73.0%+24.7pp | 81.4%+16.3pp | 69.3%+28.4pp |
| Annual return | 14.53% | 18.67%-4.1pp | 47.52%-33.0pp | 20.14%-5.6pp |
| Employer contribution / active EE | $1,533 | $2,882-46.8% | $4,617-66.8% | $2,281-32.8% |
| Participant deferral / active EE | $4,755 | $4,840-1.8% | $5,984-20.5% | $3,203+48.5% |
| Admin fee / account holder | $1,654 | $4,826-65.7% | $8,357-80.2% | $4,296-61.5% |