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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 | $47,763 | $71,353-33.1% | $92,805-48.5% | $86,983-45.1% |
| Participation rate | 97.0% | 80.9%+16.1pp | 83.5%+13.5pp | 69.5%+27.4pp |
| Annual return | 26.54% | 44.68%-18.1pp | 31.59%-5.0pp | 25.83%+0.7pp |
| Employer contribution / active EE | $4,134 | $2,468+67.5% | $3,424+20.7% | $2,584+60.0% |
| Participant deferral / active EE | $9,990 | $6,966+43.4% | $8,448+18.3% | $4,194+138.2% |
| Admin fee / account holder | $3,160 | $6,099-48.2% | $10,911-71.0% | $7,856-59.8% |