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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 | $48,533 | $76,551-36.6% | $123,894-60.8% | $62,881-22.8% |
| Participation rate | 88.4% | 73.0%+15.4pp | 81.4%+7.0pp | 69.3%+19.1pp |
| Annual return | 6.36% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,423 | $2,882+53.5% | $4,617-4.2% | $2,281+93.9% |
| Participant deferral / active EE | $6,576 | $4,840+35.9% | $5,984+9.9% | $3,203+105.3% |
| Admin fee / account holder | $556 | $4,826-88.5% | $8,357-93.4% | $4,296-87.1% |