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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 | $95,084-48.8% | $140,514-65.4% | $69,733-30.2% |
| Participation rate | 97.0% | 68.7%+28.3pp | 77.8%+19.2pp | 62.5%+34.5pp |
| Annual return | 13.36% | 18.56%-5.2pp | 14.36%-1.0pp | 15.22%-1.9pp |
| Employer contribution / active EE | $2,968 | $2,405+23.4% | $3,378-12.1% | $2,250+31.9% |
| Participant deferral / active EE | $2,667 | $3,868-31.1% | $4,919-45.8% | $3,054-12.7% |
| Admin fee / account holder | $6,110 | $4,885+25.1% | $13,697-55.4% | $3,102+97.0% |