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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 | $43,166 | $48,078-10.2% | $78,676-45.1% | $62,881-31.4% |
| Participation rate | 98.7% | 65.2%+33.5pp | 73.6%+25.1pp | 69.3%+29.4pp |
| Annual return | 8.79% | 31.36%-22.6pp | 62.19%-53.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $4,147 | $2,015+105.9% | $2,850+45.5% | $2,281+81.8% |
| Participant deferral / active EE | $5,417 | $2,587+109.4% | $3,517+54.0% | $3,203+69.1% |
| Admin fee / account holder | $5,040 | $3,206+57.2% | $4,510+11.7% | $4,296+17.3% |