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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 | $48,351 | $83,485-42.1% | $125,192-61.4% | $72,975-33.7% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.5%+18.5pp |
| Annual return | 18.09% | 25.77%-7.7pp | 43.79%-25.7pp | 81.01%-62.9pp |
| Employer contribution / active EE | $1,677 | $2,346-28.5% | $3,866-56.6% | $2,440-31.3% |
| Participant deferral / active EE | $3,258 | $3,586-9.1% | $4,937-34.0% | $3,608-9.7% |
| Admin fee / account holder | $760 | $5,518-86.2% | $9,704-92.2% | $5,124-85.2% |