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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 | $47,081 | $67,602-30.4% | $82,312-42.8% | $70,126-32.9% |
| Participation rate | 95.0% | 72.8%+22.2pp | 76.9%+18.1pp | 69.5%+25.5pp |
| Annual return | 13.87% | 21.57%-7.7pp | 25.88%-12.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $2,523 | $1,755+43.8% | $2,428+3.9% | $2,343+7.7% |
| Participant deferral / active EE | $3,179 | $2,987+6.4% | $3,706-14.2% | $3,332-4.6% |
| Admin fee / account holder | $9,821 | $4,512+117.7% | $5,608+75.1% | $4,645+111.4% |