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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 | $50,362 | $76,551-34.2% | $123,894-59.4% | $62,881-19.9% |
| Participation rate | 93.7% | 73.0%+20.7pp | 81.4%+12.2pp | 69.3%+24.3pp |
| Annual return | 6.74% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $609 | $2,882-78.9% | $4,617-86.8% | $2,281-73.3% |
| Participant deferral / active EE | $6,279 | $4,840+29.7% | $5,984+4.9% | $3,203+96.0% |
| Admin fee / account holder | $12,877 | $4,826+166.8% | $8,357+54.1% | $4,296+199.8% |