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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 | $48,346 | $76,551-36.8% | $123,894-61.0% | $62,881-23.1% |
| Participation rate | 90.9% | 73.0%+17.9pp | 81.4%+9.5pp | 69.3%+21.6pp |
| Annual return | 9.34% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,481 | $2,882-13.9% | $4,617-46.3% | $2,281+8.8% |
| Participant deferral / active EE | $5,484 | $4,840+13.3% | $5,984-8.4% | $3,203+71.2% |
| Admin fee / account holder | $4,320 | $4,826-10.5% | $8,357-48.3% | $4,296+0.6% |