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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 | $49,357 | $63,140-21.8% | $304,612-83.8% | $116,462-57.6% |
| Participation rate | 84.5% | 70.4%+14.2pp | 81.9%+2.6pp | 74.7%+9.8pp |
| Annual return | 14.55% | 15.04%-0.5pp | 329.91%-315.4pp | 15.65%-1.1pp |
| Employer contribution / active EE | $2,143 | $2,385-10.2% | $7,476-71.3% | $3,231-33.7% |
| Participant deferral / active EE | $4,233 | $2,741+54.5% | $5,388-21.4% | $3,836+10.4% |
| Admin fee / account holder | $3,263 | $7,583-57.0% | $12,962-74.8% | $12,754-74.4% |