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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 | $48,641 | $85,515-43.1% | $112,040-56.6% | $67,986-28.5% |
| Participation rate | 97.0% | 68.2%+28.8pp | 76.5%+20.5pp | 57.2%+39.8pp |
| Annual return | 13.36% | 29.68%-16.3pp | 24.52%-11.2pp | 31.67%-18.3pp |
| Employer contribution / active EE | $2,968 | $2,191+35.5% | $2,954+0.5% | $2,019+47.0% |
| Participant deferral / active EE | $2,667 | $4,014-33.6% | $5,098-47.7% | $3,358-20.6% |
| Admin fee / account holder | $6,110 | $3,774+61.9% | $12,098-49.5% | $3,203+90.7% |