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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 | $100,194-51.4% | $122,979-60.4% | $86,983-44.0% |
| Participation rate | 93.9% | 73.0%+21.0pp | 77.2%+16.8pp | 69.5%+24.4pp |
| Annual return | 20.30% | 16.47%+3.8pp | 20.12%+0.2pp | 25.83%-5.5pp |
| Employer contribution / active EE | $4,582 | $2,326+97.0% | $3,062+49.6% | $2,584+77.3% |
| Participant deferral / active EE | $11,181 | $4,133+170.5% | $5,003+123.5% | $4,194+166.6% |
| Admin fee / account holder | $3,653 | $10,148-64.0% | $12,864-71.6% | $7,856-53.5% |