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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 | $48,932 | $101,798-51.9% | $165,071-70.4% | $80,935-39.5% |
| Participation rate | 79.1% | 71.8%+7.3pp | 78.6%+0.5pp | 67.7%+11.5pp |
| Annual return | 26.34% | 16.73%+9.6pp | 70.17%-43.8pp | 35.66%-9.3pp |
| Employer contribution / active EE | $1,239 | $2,954-58.1% | $4,347-71.5% | $2,757-55.0% |
| Participant deferral / active EE | $4,240 | $4,476-5.3% | $6,035-29.7% | $4,299-1.4% |
| Admin fee / account holder | $2,167 | $8,221-73.6% | $12,695-82.9% | $6,924-68.7% |