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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 | $47,030 | $95,453-50.7% | $112,040-58.0% | $82,448-43.0% |
| Participation rate | 78.9% | 72.8%+6.2pp | 76.5%+2.5pp | 68.1%+10.9pp |
| Annual return | 22.55% | 23.92%-1.4pp | 24.52%-2.0pp | 41.64%-19.1pp |
| Employer contribution / active EE | $2,461 | $2,318+6.2% | $2,954-16.7% | $2,551-3.5% |
| Participant deferral / active EE | $2,768 | $4,224-34.5% | $5,098-45.7% | $4,139-33.1% |
| Admin fee / account holder | $7,868 | $9,013-12.7% | $12,098-35.0% | $7,234+8.8% |