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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 | $48,860 | $71,353-31.5% | $92,805-47.4% | $86,983-43.8% |
| Participation rate | 97.9% | 80.9%+17.0pp | 83.5%+14.4pp | 69.5%+28.4pp |
| Annual return | 30.60% | 44.68%-14.1pp | 31.59%-1.0pp | 25.83%+4.8pp |
| Employer contribution / active EE | $7,561 | $2,468+206.3% | $3,424+120.8% | $2,584+192.5% |
| Participant deferral / active EE | $14,567 | $6,966+109.1% | $8,448+72.4% | $4,194+247.4% |
| Admin fee / account holder | $3,866 | $6,099-36.6% | $10,911-64.6% | $7,856-50.8% |