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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 | $48,052 | $72,273-33.5% | $101,275-52.6% | $79,856-39.8% |
| Participation rate | 83.7% | 68.5%+15.3pp | 75.8%+7.9pp | 69.6%+14.1pp |
| Annual return | 28.66% | 22.30%+6.4pp | 46.48%-17.8pp | 31.71%-3.0pp |
| Employer contribution / active EE | $2,685 | $2,691-0.2% | $3,660-26.6% | $2,471+8.7% |
| Participant deferral / active EE | $4,822 | $3,282+47.0% | $4,371+10.3% | $3,741+28.9% |
| Admin fee / account holder | $1,876 | $4,401-57.4% | $5,948-68.5% | $5,306-64.7% |