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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 | $49,824 | $88,672-43.8% | $105,223-52.6% | $82,448-39.6% |
| Participation rate | 89.9% | 67.9%+22.0pp | 75.0%+14.8pp | 68.1%+21.8pp |
| Annual return | 26.37% | 30.86%-4.5pp | 180.65%-154.3pp | 41.64%-15.3pp |
| Employer contribution / active EE | $2,127 | $3,048-30.2% | $3,689-42.3% | $2,551-16.6% |
| Participant deferral / active EE | $3,470 | $4,036-14.0% | $5,072-31.6% | $4,139-16.2% |
| Admin fee / account holder | $7,602 | $7,146+6.4% | $8,859-14.2% | $7,234+5.1% |