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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 | $49,638 | $99,345-50.0% | $84,753-41.4% | $273,972-81.9% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 7.27% | 22.93%-15.7pp | 22.78%-15.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $9,058 | $4,214+115.0% | $3,574+153.4% | $4,869+86.1% |
| Participant deferral / active EE | $1,915 | $4,270-55.1% | $3,712-48.4% | $5,287-63.8% |
| Admin fee / account holder | $2,973 | $6,645-55.3% | $5,333-44.3% | $10,133-70.7% |