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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 | $46,039 | $81,476-43.5% | $102,383-55.0% | $80,925-43.1% |
| Participation rate | 94.9% | 66.8%+28.1pp | 74.5%+20.4pp | 67.7%+27.3pp |
| Annual return | 22.17% | 25.59%-3.4pp | 24.94%-2.8pp | 35.65%-13.5pp |
| Employer contribution / active EE | $5,156 | $3,105+66.1% | $3,870+33.2% | $2,756+87.1% |
| Participant deferral / active EE | $11,919 | $3,871+207.9% | $5,060+135.6% | $4,299+177.3% |
| Admin fee / account holder | $3,317 | $6,717-50.6% | $8,391-60.5% | $6,940-52.2% |