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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 | $47,399 | $69,590-31.9% | $136,867-65.4% | $94,015-49.6% |
| Participation rate | 96.2% | 66.3%+29.8pp | 74.5%+21.6pp | 70.8%+25.3pp |
| Annual return | 19.05% | 19.62%-0.6pp | 42.97%-23.9pp | 17.84%+1.2pp |
| Employer contribution / active EE | $2,101 | $2,396-12.3% | $3,547-40.8% | $2,790-24.7% |
| Participant deferral / active EE | $5,783 | $3,437+68.3% | $4,924+17.5% | $4,249+36.1% |
| Admin fee / account holder | $4,673 | $8,912-47.6% | $10,340-54.8% | $8,951-47.8% |