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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 | $48,840 | $60,349-19.1% | $74,184-34.2% | $62,881-22.3% |
| Participation rate | 97.2% | 72.7%+24.5pp | 76.6%+20.6pp | 69.3%+27.9pp |
| Annual return | 7.14% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,811 | $1,680+126.8% | $2,370+60.8% | $2,281+67.1% |
| Participant deferral / active EE | $2,276 | $2,856-20.3% | $3,550-35.9% | $3,203-29.0% |
| Admin fee / account holder | $947 | $4,261-77.8% | $5,586-83.1% | $4,296-78.0% |