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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 | $52,018 | $56,894-8.6% | $84,753-38.6% | $62,881-17.3% |
| Participation rate | 98.5% | 68.5%+30.0pp | 76.6%+21.9pp | 69.3%+29.2pp |
| Annual return | 4.98% | 6.30%-1.3pp | 22.78%-17.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $4,395 | $2,400+83.1% | $3,574+22.9% | $2,281+92.7% |
| Participant deferral / active EE | $4,014 | $2,709+48.2% | $3,712+8.1% | $3,203+25.3% |
| Admin fee / account holder | $4,758 | $3,581+32.9% | $5,333-10.8% | $4,296+10.8% |