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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 | $45,866 | $56,287-18.5% | $80,977-43.4% | $62,881-27.1% |
| Participation rate | 89.7% | 68.9%+20.7pp | 75.8%+13.8pp | 69.3%+20.4pp |
| Annual return | 7.13% | 22.13%-15.0pp | 17.11%-10.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,664 | $1,943-14.3% | $3,715-55.2% | $2,281-27.0% |
| Participant deferral / active EE | $3,980 | $4,196-5.1% | $5,696-30.1% | $3,203+24.2% |
| Admin fee / account holder | $6,171 | $3,742+64.9% | $5,517+11.9% | $4,296+43.7% |