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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 | $48,128 | $54,541-11.8% | $78,778-38.9% | $70,126-31.4% |
| Participation rate | 73.6% | 60.8%+12.8pp | 69.2%+4.4pp | 69.5%+4.0pp |
| Annual return | 36.87% | 21.07%+15.8pp | 35.62%+1.3pp | 73.15%-36.3pp |
| Employer contribution / active EE | $1,319 | $1,089+21.2% | $1,986-33.6% | $2,343-43.7% |
| Participant deferral / active EE | $7,455 | $2,210+237.3% | $2,958+152.0% | $3,332+123.8% |
| Admin fee / account holder | $985 | $3,709-73.4% | $5,134-80.8% | $4,645-78.8% |