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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 | $48,634 | $76,551-36.5% | $123,894-60.7% | $62,881-22.7% |
| Participation rate | 88.9% | 73.0%+15.9pp | 81.4%+7.5pp | 69.3%+19.6pp |
| Annual return | 7.17% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,177 | $2,882-24.5% | $4,617-52.8% | $2,281-4.5% |
| Participant deferral / active EE | $2,620 | $4,840-45.9% | $5,984-56.2% | $3,203-18.2% |
| Admin fee / account holder | $3,132 | $4,826-35.1% | $8,357-62.5% | $4,296-27.1% |