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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 | $56,460 | $78,015-27.6% | $178,505-68.4% | $80,959-30.3% |
| Participation rate | 79.6% | 65.7%+13.9pp | 77.1%+2.5pp | 67.7%+11.9pp |
| Annual return | 15.00% | 18.10%-3.1pp | 27.16%-12.2pp | 35.67%-20.7pp |
| Employer contribution / active EE | $1,209 | $2,281-47.0% | $3,955-69.4% | $2,757-56.1% |
| Participant deferral / active EE | $5,630 | $4,406+27.8% | $6,280-10.4% | $4,300+30.9% |
| Admin fee / account holder | $7,988 | $7,160+11.6% | $10,428-23.4% | $6,925+15.3% |