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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 | $47,099 | $90,400-47.9% | $186,193-74.7% | $87,485-46.2% |
| Participation rate | 96.9% | 66.2%+30.7pp | 77.1%+19.8pp | 68.9%+27.9pp |
| Annual return | 30.35% | 22.15%+8.2pp | 78.03%-47.7pp | 26.06%+4.3pp |
| Employer contribution / active EE | $1,714 | $2,170-21.0% | $3,918-56.3% | $2,596-34.0% |
| Participant deferral / active EE | $2,249 | $4,330-48.1% | $6,513-65.5% | $4,274-47.4% |
| Admin fee / account holder | $1,735 | $8,673-80.0% | $11,058-84.3% | $7,775-77.7% |