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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 | $47,264 | $88,707-46.7% | $74,184-36.3% | $273,972-82.7% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 8.17% | 11.94%-3.8pp | 17.74%-9.6pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,335 | $3,159-26.1% | $2,370-1.5% | $4,869-52.0% |
| Participant deferral / active EE | $5,072 | $4,212+20.4% | $3,550+42.9% | $5,287-4.1% |
| Admin fee / account holder | $4,133 | $8,717-52.6% | $5,586-26.0% | $10,133-59.2% |