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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 | $49,894 | $69,977-28.7% | $108,582-54.0% | $62,881-20.7% |
| Participation rate | 86.4% | 72.9%+13.5pp | 79.6%+6.8pp | 69.3%+17.1pp |
| Annual return | 21.26% | 10.73%+10.5pp | -51.70%+73.0pp | 20.14%+1.1pp |
| Employer contribution / active EE | $2,472 | $2,135+15.8% | $3,758-34.2% | $2,281+8.4% |
| Participant deferral / active EE | $3,360 | $3,165+6.2% | $4,311-22.1% | $3,203+4.9% |
| Admin fee / account holder | $3,379 | $5,076-33.4% | $7,645-55.8% | $4,296-21.3% |