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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 | $48,892 | $106,524-54.1% | $152,301-67.9% | $87,485-44.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.4%+5.1pp | 68.9%+18.6pp |
| Annual return | 18.86% | 26.89%-8.0pp | 80.50%-61.6pp | 26.06%-7.2pp |
| Employer contribution / active EE | $3,256 | $3,371-3.4% | $4,624-29.6% | $2,596+25.4% |
| Participant deferral / active EE | $6,497 | $6,525-0.4% | $8,004-18.8% | $4,274+52.0% |
| Admin fee / account holder | $3,759 | $8,287-54.6% | $14,398-73.9% | $7,775-51.6% |