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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 | $48,238 | $97,289-50.4% | $92,805-48.0% | $155,188-68.9% |
| Participation rate | 93.8% | 84.2%+9.6pp | 83.5%+10.2pp | 80.8%+12.9pp |
| Annual return | 25.26% | 29.03%-3.8pp | 31.59%-6.3pp | 148.84%-123.6pp |
| Employer contribution / active EE | $4,362 | $3,632+20.1% | $3,424+27.4% | $4,248+2.7% |
| Participant deferral / active EE | $15,478 | $8,795+76.0% | $8,448+83.2% | $6,531+137.0% |
| Admin fee / account holder | $5,154 | $12,015-57.1% | $10,911-52.8% | $14,480-64.4% |