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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 | $48,846 | $73,787-33.8% | $98,716-50.5% | $82,448-40.8% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.3%+19.2pp | 68.1%+20.4pp |
| Annual return | 18.82% | 18.57%+0.3pp | 31.81%-13.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $6,326 | $1,511+318.6% | $2,279+177.6% | $2,551+148.0% |
| Participant deferral / active EE | $2,728 | $3,081-11.5% | $4,048-32.6% | $4,139-34.1% |
| Admin fee / account holder | $397 | $6,500-93.9% | $8,703-95.4% | $7,234-94.5% |