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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 | $97,550-51.8% | $120,344-60.9% | $87,485-46.2% |
| Participation rate | 78.9% | 72.8%+6.1pp | 76.7%+2.2pp | 68.9%+10.0pp |
| Annual return | 22.55% | 18.41%+4.1pp | 20.30%+2.2pp | 26.06%-3.5pp |
| Employer contribution / active EE | $2,461 | $2,291+7.4% | $3,020-18.5% | $2,596-5.2% |
| Participant deferral / active EE | $2,768 | $4,230-34.6% | $5,135-46.1% | $4,274-35.2% |
| Admin fee / account holder | $7,868 | $9,543-17.5% | $12,742-38.2% | $7,775+1.2% |