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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 | $48,671 | $95,404-49.0% | $113,397-57.1% | $82,637-41.1% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.5%+17.4pp | 68.1%+25.9pp |
| Annual return | 20.30% | 19.08%+1.2pp | 23.20%-2.9pp | 53.51%-33.2pp |
| Employer contribution / active EE | $4,582 | $2,307+98.6% | $2,977+53.9% | $2,552+79.5% |
| Participant deferral / active EE | $11,181 | $4,220+165.0% | $5,076+120.3% | $4,126+171.0% |
| Admin fee / account holder | $3,653 | $9,168-60.2% | $11,957-69.4% | $7,339-50.2% |