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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 | $45,041+7.9% | $63,003-22.9% | $70,131-30.7% |
| Participation rate | 97.2% | 69.5%+27.7pp | 74.8%+22.4pp | 69.5%+27.6pp |
| Annual return | 14.14% | 18.76%-4.6pp | 87.59%-73.4pp | 73.14%-59.0pp |
| Employer contribution / active EE | $3,310 | $2,052+61.3% | $2,760+19.9% | $2,342+41.3% |
| Participant deferral / active EE | $3,205 | $2,465+30.0% | $3,329-3.7% | $3,332-3.8% |
| Admin fee / account holder | $2,060 | $2,836-27.4% | $3,600-42.8% | $4,645-55.7% |