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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 | $49,027 | $99,345-50.6% | $84,753-42.2% | $273,972-82.1% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 6.68% | 22.93%-16.3pp | 22.78%-16.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,826 | $4,214-32.9% | $3,574-20.9% | $4,869-42.0% |
| Participant deferral / active EE | $6,328 | $4,270+48.2% | $3,712+70.5% | $5,287+19.7% |
| Admin fee / account holder | $2,657 | $6,645-60.0% | $5,333-50.2% | $10,133-73.8% |