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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 | $48,182 | $58,523-17.7% | $99,470-51.6% | $72,983-34.0% |
| Participation rate | 74.1% | 64.6%+9.4pp | 73.8%+0.2pp | 69.5%+4.6pp |
| Annual return | 20.58% | 28.51%-7.9pp | 30.72%-10.1pp | 81.01%-60.4pp |
| Employer contribution / active EE | $2,029 | $1,512+34.2% | $2,540-20.1% | $2,440-16.9% |
| Participant deferral / active EE | $4,776 | $2,606+83.3% | $3,619+32.0% | $3,608+32.4% |
| Admin fee / account holder | $7,755 | $4,102+89.1% | $6,252+24.0% | $5,124+51.3% |