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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 | $47,650 | $70,486-32.4% | $100,535-52.6% | $79,856-40.3% |
| Participation rate | 77.8% | 73.6%+4.1pp | 79.4%-1.6pp | 69.6%+8.1pp |
| Annual return | 17.83% | 21.90%-4.1pp | 30.90%-13.1pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,002 | $2,165-53.7% | $3,419-70.7% | $2,471-59.5% |
| Participant deferral / active EE | $6,650 | $5,182+28.3% | $6,271+6.0% | $3,741+77.8% |
| Admin fee / account holder | $5,620 | $4,480+25.4% | $8,085-30.5% | $5,306+5.9% |