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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 | $46,423 | $86,949-46.6% | $102,460-54.7% | $80,959-42.7% |
| Participation rate | 84.1% | 72.4%+11.7pp | 76.5%+7.6pp | 67.7%+16.5pp |
| Annual return | 15.96% | 18.89%-2.9pp | 29.47%-13.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $2,098 | $2,370-11.5% | $3,025-30.6% | $2,757-23.9% |
| Participant deferral / active EE | $3,882 | $4,121-5.8% | $5,056-23.2% | $4,300-9.7% |
| Admin fee / account holder | $4,624 | $8,048-42.5% | $9,460-51.1% | $6,925-33.2% |