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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 | $50,848 | $77,962-34.8% | $178,540-71.5% | $80,935-37.2% |
| Participation rate | 89.7% | 65.7%+24.1pp | 77.1%+12.6pp | 67.7%+22.1pp |
| Annual return | 15.38% | 18.10%-2.7pp | 27.15%-11.8pp | 35.66%-20.3pp |
| Employer contribution / active EE | $5,586 | $2,280+144.9% | $3,953+41.3% | $2,757+102.6% |
| Participant deferral / active EE | $5,933 | $4,404+34.7% | $6,281-5.5% | $4,299+38.0% |
| Admin fee / account holder | $3,069 | $7,156-57.1% | $10,424-70.6% | $6,924-55.7% |