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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 | $47,663 | $86,938-45.2% | $102,423-53.5% | $80,925-41.1% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.7%+29.4pp |
| Annual return | 11.09% | 18.89%-7.8pp | 29.42%-18.3pp | 35.65%-24.6pp |
| Employer contribution / active EE | $3,057 | $2,369+29.0% | $3,023+1.1% | $2,756+10.9% |
| Participant deferral / active EE | $6,266 | $4,120+52.1% | $5,054+24.0% | $4,299+45.8% |
| Admin fee / account holder | $6,602 | $8,053-18.0% | $9,455-30.2% | $6,940-4.9% |