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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 | $47,468 | $53,774-11.7% | $134,162-64.6% | $79,852-40.6% |
| Participation rate | 72.7% | 58.8%+14.0pp | 72.2%+0.5pp | 69.6%+3.1pp |
| Annual return | 14.61% | 19.01%-4.4pp | 36.35%-21.7pp | 31.72%-17.1pp |
| Employer contribution / active EE | $1,054 | $1,322-20.2% | $3,705-71.6% | $2,471-57.3% |
| Participant deferral / active EE | $4,345 | $2,420+79.5% | $3,500+24.2% | $3,740+16.2% |
| Admin fee / account holder | $7,727 | $3,985+93.9% | $6,685+15.6% | $5,306+45.6% |