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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 | $47,368 | $53,774-11.9% | $134,162-64.7% | $79,856-40.7% |
| Participation rate | 92.7% | 58.8%+33.9pp | 72.2%+20.5pp | 69.6%+23.0pp |
| Annual return | 12.41% | 19.01%-6.6pp | 36.35%-23.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,032 | $2,420+25.3% | $3,500-13.4% | $3,741-18.9% |
| Admin fee / account holder | $4,454 | $3,985+11.8% | $6,685-33.4% | $5,306-16.1% |