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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 | $44,646 | $48,078-7.1% | $78,676-43.3% | $62,881-29.0% |
| Participation rate | 94.7% | 65.2%+29.5pp | 73.6%+21.2pp | 69.3%+25.4pp |
| Annual return | 8.40% | 31.36%-23.0pp | 62.19%-53.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,523 | $2,015+74.9% | $2,850+23.6% | $2,281+54.4% |
| Participant deferral / active EE | $5,730 | $2,587+121.5% | $3,517+62.9% | $3,203+78.9% |
| Admin fee / account holder | $6,982 | $3,206+117.8% | $4,510+54.8% | $4,296+62.5% |