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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 | $47,508 | $72,272-34.3% | $101,264-53.1% | $79,858-40.5% |
| Participation rate | 80.5% | 68.5%+12.0pp | 75.8%+4.7pp | 69.6%+10.9pp |
| Annual return | 20.16% | 22.30%-2.1pp | 46.48%-26.3pp | 31.72%-11.6pp |
| Employer contribution / active EE | $8,357 | $2,692+210.5% | $3,660+128.3% | $2,471+238.2% |
| Participant deferral / active EE | $2,625 | $3,282-20.0% | $4,370-39.9% | $3,740-29.8% |
| Admin fee / account holder | $4,814 | $4,401+9.4% | $5,947-19.0% | $5,306-9.3% |