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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 | $47,184 | $72,290-34.7% | $260,467-81.9% | $69,733-32.3% |
| Participation rate | 99.1% | 62.1%+37.0pp | 80.5%+18.7pp | 62.5%+36.7pp |
| Annual return | 15.78% | 15.52%+0.3pp | 100.60%-84.8pp | 15.22%+0.6pp |
| Employer contribution / active EE | $1,884 | $2,277-17.3% | $4,239-55.5% | $2,250-16.3% |
| Participant deferral / active EE | $3,544 | $3,176+11.6% | $6,319-43.9% | $3,054+16.0% |
| Admin fee / account holder | $7,566 | $6,687+13.1% | $15,461-51.1% | $3,102+143.9% |