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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 | $49,527 | $99,345-50.1% | $84,753-41.6% | $273,972-81.9% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 7.24% | 22.93%-15.7pp | 22.78%-15.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,326 | $4,214-68.5% | $3,574-62.9% | $4,869-72.8% |
| Participant deferral / active EE | $6,928 | $4,270+62.3% | $3,712+86.6% | $5,287+31.0% |
| Admin fee / account holder | $1,364 | $6,645-79.5% | $5,333-74.4% | $10,133-86.5% |