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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 | $48,324 | $106,749-54.7% | $145,433-66.8% | $82,448-41.4% |
| Participation rate | 93.1% | 75.6%+17.5pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 15.78% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,811 | $3,444-18.4% | $4,554-38.3% | $2,551+10.2% |
| Participant deferral / active EE | $3,381 | $6,519-48.1% | $7,897-57.2% | $4,139-18.3% |
| Admin fee / account holder | $4,405 | $8,390-47.5% | $13,129-66.5% | $7,234-39.1% |