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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 | $52,849 | $76,407-30.8% | $150,298-64.8% | $82,448-35.9% |
| Participation rate | 98.4% | 66.4%+32.0pp | 77.8%+20.6pp | 68.1%+30.3pp |
| Annual return | 14.16% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $3,067 | $2,614+17.3% | $4,154-26.2% | $2,551+20.2% |
| Participant deferral / active EE | $5,380 | $3,214+67.4% | $5,453-1.3% | $4,139+30.0% |
| Admin fee / account holder | $9,413 | $6,352+48.2% | $14,116-33.3% | $7,234+30.1% |