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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 | $106,864-54.3% | $147,318-66.9% | $82,637-40.9% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.1%+15.1pp | 68.1%+29.1pp |
| Annual return | 19.36% | 27.49%-8.1pp | 70.43%-51.1pp | 53.51%-34.1pp |
| Employer contribution / active EE | $3,305 | $3,417-3.3% | $4,593-28.1% | $2,552+29.5% |
| Participant deferral / active EE | $5,535 | $6,496-14.8% | $7,906-30.0% | $4,126+34.1% |
| Admin fee / account holder | $3,541 | $8,415-57.9% | $13,708-74.2% | $7,339-51.8% |