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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 | $48,445 | $76,551-36.7% | $123,894-60.9% | $62,881-23.0% |
| Participation rate | 95.0% | 73.0%+22.0pp | 81.4%+13.6pp | 69.3%+25.7pp |
| Annual return | 8.16% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,458 | $2,882-14.7% | $4,617-46.8% | $2,281+7.8% |
| Participant deferral / active EE | $6,185 | $4,840+27.8% | $5,984+3.4% | $3,203+93.1% |
| Admin fee / account holder | $2,952 | $4,826-38.8% | $8,357-64.7% | $4,296-31.3% |