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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 | $48,042 | $95,404-49.6% | $113,397-57.6% | $82,637-41.9% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.5%+6.8pp | 68.1%+15.3pp |
| Annual return | 14.06% | 19.08%-5.0pp | 23.20%-9.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $4,563 | $2,307+97.8% | $2,977+53.3% | $2,552+78.8% |
| Participant deferral / active EE | $3,666 | $4,220-13.1% | $5,076-27.8% | $4,126-11.2% |
| Admin fee / account holder | $7,503 | $9,168-18.2% | $11,957-37.2% | $7,339+2.2% |