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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 | $49,641 | $56,894-12.7% | $84,753-41.4% | $62,881-21.1% |
| Participation rate | 82.3% | 68.5%+13.7pp | 76.6%+5.7pp | 69.3%+13.0pp |
| Annual return | 10.17% | 6.30%+3.9pp | 22.78%-12.6pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,953 | $2,400-18.6% | $3,574-45.4% | $2,281-14.4% |
| Participant deferral / active EE | $6,560 | $2,709+142.2% | $3,712+76.7% | $3,203+104.8% |
| Admin fee / account holder | $2,580 | $3,581-28.0% | $5,333-51.6% | $4,296-39.9% |