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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 | $46,917 | $81,504-42.4% | $102,437-54.2% | $80,959-42.0% |
| Participation rate | 83.6% | 66.9%+16.8pp | 74.5%+9.1pp | 67.7%+16.0pp |
| Annual return | 12.35% | 25.60%-13.2pp | 24.95%-12.6pp | 35.67%-23.3pp |
| Employer contribution / active EE | $2,207 | $3,104-28.9% | $3,871-43.0% | $2,757-20.0% |
| Participant deferral / active EE | $3,859 | $3,871-0.3% | $5,060-23.7% | $4,300-10.3% |
| Admin fee / account holder | $6,155 | $6,719-8.4% | $8,388-26.6% | $6,925-11.1% |