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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 | $49,086 | $100,194-51.0% | $122,979-60.1% | $86,983-43.6% |
| Participation rate | 95.5% | 73.0%+22.5pp | 77.2%+18.3pp | 69.5%+25.9pp |
| Annual return | 19.51% | 16.47%+3.0pp | 20.12%-0.6pp | 25.83%-6.3pp |
| Employer contribution / active EE | $2,951 | $2,326+26.9% | $3,062-3.6% | $2,584+14.2% |
| Participant deferral / active EE | $7,745 | $4,133+87.4% | $5,003+54.8% | $4,194+84.7% |
| Admin fee / account holder | $1,085 | $10,148-89.3% | $12,864-91.6% | $7,856-86.2% |