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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 | $48,047 | $41,377+16.1% | $109,313-56.0% | $62,881-23.6% |
| Participation rate | 76.0% | 57.5%+18.5pp | 71.3%+4.7pp | 69.3%+6.7pp |
| Annual return | 9.52% | 11.05%-1.5pp | 22.07%-12.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $4,941 | $1,276+287.2% | $3,892+27.0% | $2,281+116.6% |
| Participant deferral / active EE | $3,156 | $2,045+54.3% | $3,166-0.3% | $3,203-1.5% |
| Admin fee / account holder | $1,799 | $2,884-37.6% | $5,666-68.3% | $4,296-58.1% |