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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 | $49,466 | $76,551-35.4% | $123,894-60.1% | $62,881-21.3% |
| Participation rate | 88.0% | 73.0%+15.0pp | 81.4%+6.6pp | 69.3%+18.7pp |
| Annual return | 11.59% | 18.68%-7.1pp | 47.52%-35.9pp | 20.14%-8.6pp |
| Employer contribution / active EE | $1,015 | $2,882-64.8% | $4,617-78.0% | $2,281-55.5% |
| Participant deferral / active EE | $2,324 | $4,840-52.0% | $5,984-61.2% | $3,203-27.4% |
| Admin fee / account holder | $4,838 | $4,826+0.2% | $8,357-42.1% | $4,296+12.6% |