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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 | $48,814 | $99,875-51.1% | $146,866-66.8% | $86,983-43.9% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 19.36% | 28.10%-8.7pp | 102.85%-83.5pp | 25.83%-6.5pp |
| Employer contribution / active EE | $3,305 | $3,224+2.5% | $4,425-25.3% | $2,584+27.9% |
| Participant deferral / active EE | $5,535 | $6,322-12.5% | $7,759-28.7% | $4,194+32.0% |
| Admin fee / account holder | $3,541 | $7,838-54.8% | $13,620-74.0% | $7,856-54.9% |