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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 | $49,714 | $80,855-38.5% | $153,416-67.6% | $86,983-42.8% |
| Participation rate | 86.1% | 64.1%+22.0pp | 74.3%+11.8pp | 69.5%+16.6pp |
| Annual return | 19.69% | 16.18%+3.5pp | 17.84%+1.9pp | 25.83%-6.1pp |
| Employer contribution / active EE | $3,886 | $2,308+68.4% | $3,764+3.2% | $2,584+50.4% |
| Participant deferral / active EE | $7,460 | $3,333+123.8% | $4,723+57.9% | $4,194+77.9% |
| Admin fee / account holder | $2,808 | $6,908-59.4% | $13,095-78.6% | $7,856-64.3% |