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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 | $49,731 | $81,487-39.0% | $102,412-51.4% | $80,935-38.6% |
| Participation rate | 88.0% | 66.8%+21.2pp | 74.5%+13.5pp | 67.7%+20.3pp |
| Annual return | 12.14% | 25.60%-13.5pp | 24.94%-12.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $2,468 | $3,103-20.5% | $3,870-36.2% | $2,757-10.5% |
| Participant deferral / active EE | $3,996 | $3,871+3.2% | $5,060-21.0% | $4,299-7.1% |
| Admin fee / account holder | $889 | $6,717-86.8% | $8,388-89.4% | $6,924-87.2% |