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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 | $47,434 | $65,367-27.4% | $92,915-48.9% | $72,976-35.0% |
| Participation rate | 93.6% | 68.3%+25.3pp | 76.0%+17.6pp | 69.5%+24.1pp |
| Annual return | 25.30% | 42.11%-16.8pp | 109.45%-84.1pp | 81.02%-55.7pp |
| Employer contribution / active EE | $2,802 | $2,594+8.0% | $3,653-23.3% | $2,440+14.9% |
| Participant deferral / active EE | $6,339 | $3,128+102.6% | $4,238+49.6% | $3,608+75.7% |
| Admin fee / account holder | $2,006 | $4,251-52.8% | $5,796-65.4% | $5,124-60.8% |