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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 | $48,607 | $45,050+7.9% | $63,018-22.9% | $70,126-30.7% |
| Participation rate | 97.2% | 69.5%+27.7pp | 74.8%+22.4pp | 69.5%+27.6pp |
| Annual return | 14.14% | 18.76%-4.6pp | 87.62%-73.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $3,310 | $2,052+61.3% | $2,761+19.9% | $2,343+41.3% |
| Participant deferral / active EE | $3,205 | $2,466+30.0% | $3,330-3.7% | $3,332-3.8% |
| Admin fee / account holder | $2,060 | $2,834-27.3% | $3,601-42.8% | $4,645-55.7% |