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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 | $100,194-52.1% | $122,979-60.9% | $86,983-44.8% |
| Participation rate | 83.3% | 73.0%+10.4pp | 77.2%+6.1pp | 69.5%+13.8pp |
| Annual return | 14.06% | 16.47%-2.4pp | 20.12%-6.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $4,563 | $2,326+96.2% | $3,062+49.0% | $2,584+76.5% |
| Participant deferral / active EE | $3,666 | $4,133-11.3% | $5,003-26.7% | $4,194-12.6% |
| Admin fee / account holder | $7,503 | $10,148-26.1% | $12,864-41.7% | $7,856-4.5% |