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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 | $46,641 | $63,845-26.9% | $81,370-42.7% | $80,959-42.4% |
| Participation rate | 80.8% | 63.9%+16.9pp | 69.5%+11.2pp | 67.7%+13.1pp |
| Annual return | 17.04% | 16.37%+0.7pp | 24.85%-7.8pp | 35.67%-18.6pp |
| Employer contribution / active EE | $2,117 | $1,980+7.0% | $2,464-14.1% | $2,757-23.2% |
| Participant deferral / active EE | $6,117 | $3,093+97.8% | $3,885+57.4% | $4,300+42.2% |
| Admin fee / account holder | $1,904 | $5,688-66.5% | $5,749-66.9% | $6,925-72.5% |