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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 | $44,744 | $106,864-58.1% | $147,318-69.6% | $82,637-45.9% |
| Participation rate | 96.6% | 75.5%+21.0pp | 82.1%+14.5pp | 68.1%+28.5pp |
| Annual return | 19.28% | 27.49%-8.2pp | 70.43%-51.1pp | 53.51%-34.2pp |
| Employer contribution / active EE | $5,197 | $3,417+52.1% | $4,593+13.2% | $2,552+103.6% |
| Participant deferral / active EE | $5,841 | $6,496-10.1% | $7,906-26.1% | $4,126+41.6% |
| Admin fee / account holder | $3,301 | $8,415-60.8% | $13,708-75.9% | $7,339-55.0% |