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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 | $46,477 | $76,551-39.3% | $123,894-62.5% | $62,881-26.1% |
| Participation rate | 92.0% | 73.0%+19.0pp | 81.4%+10.6pp | 69.3%+22.7pp |
| Annual return | 9.09% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,240 | $2,882-57.0% | $4,617-73.1% | $2,281-45.6% |
| Participant deferral / active EE | $12,803 | $4,840+164.5% | $5,984+113.9% | $3,203+299.7% |
| Admin fee / account holder | $3,285 | $4,826-31.9% | $8,357-60.7% | $4,296-23.5% |