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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 | $47,290 | $65,685-28.0% | $57,181-17.3% | $273,968-82.7% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 7.58% | 21.99%-14.4pp | 14.59%-7.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,322 | $3,279-29.2% | $2,682-13.4% | $4,869-52.3% |
| Participant deferral / active EE | $2,794 | $3,781-26.1% | $3,096-9.8% | $5,287-47.2% |
| Admin fee / account holder | $10,456 | $4,835+116.3% | $3,139+233.1% | $10,132+3.2% |