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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 | $49,079 | $54,757-10.4% | $90,304-45.7% | $72,975-32.7% |
| Participation rate | 81.8% | 65.2%+16.7pp | 73.3%+8.5pp | 69.5%+12.3pp |
| Annual return | 22.50% | 30.63%-8.1pp | 78.13%-55.6pp | 81.01%-58.5pp |
| Employer contribution / active EE | $4,175 | $2,093+99.4% | $2,855+46.2% | $2,440+71.1% |
| Participant deferral / active EE | $3,921 | $2,887+35.8% | $3,885+0.9% | $3,608+8.7% |
| Admin fee / account holder | $3,674 | $3,973-7.5% | $5,354-31.4% | $5,124-28.3% |