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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 | $87,465-44.4% | $122,979-60.4% | $65,306-25.5% |
| Participation rate | 97.0% | 66.0%+31.0pp | 77.2%+19.8pp | 57.7%+39.3pp |
| Annual return | 13.36% | 19.76%-6.4pp | 20.12%-6.8pp | 21.94%-8.6pp |
| Employer contribution / active EE | $2,968 | $2,156+37.7% | $3,062-3.1% | $1,967+50.9% |
| Participant deferral / active EE | $2,667 | $3,705-28.0% | $5,003-46.7% | $2,959-9.9% |
| Admin fee / account holder | $6,110 | $5,100+19.8% | $12,864-52.5% | $3,480+75.6% |