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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 | $50,039 | $72,273-30.8% | $101,275-50.6% | $79,856-37.3% |
| Participation rate | 86.3% | 68.5%+17.8pp | 75.8%+10.5pp | 69.6%+16.7pp |
| Annual return | 13.18% | 22.30%-9.1pp | 46.48%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $3,638 | $2,691+35.2% | $3,660-0.6% | $2,471+47.2% |
| Participant deferral / active EE | $3,325 | $3,282+1.3% | $4,371-23.9% | $3,741-11.1% |
| Admin fee / account holder | $4,909 | $4,401+11.5% | $5,948-17.5% | $5,306-7.5% |