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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 | $48,223 | $58,493-17.6% | $84,021-42.6% | $72,975-33.9% |
| Participation rate | 97.4% | 61.2%+36.1pp | 69.0%+28.4pp | 69.5%+27.9pp |
| Annual return | 19.74% | 28.93%-9.2pp | 71.32%-51.6pp | 81.01%-61.3pp |
| Employer contribution / active EE | $7,161 | $1,163+515.7% | $1,984+261.0% | $2,440+193.5% |
| Participant deferral / active EE | $7,910 | $2,394+230.4% | $3,239+144.2% | $3,608+119.2% |
| Admin fee / account holder | $1,871 | $4,569-59.1% | $6,102-69.3% | $5,124-63.5% |