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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 | $45,251 | $123,478-63.4% | $216,567-79.1% | $94,015-51.9% |
| Participation rate | 92.9% | 75.1%+17.7pp | 81.6%+11.2pp | 70.8%+22.0pp |
| Annual return | 11.87% | 23.61%-11.7pp | 12.94%-1.1pp | 17.84%-6.0pp |
| Employer contribution / active EE | $3,797 | $3,136+21.1% | $5,216-27.2% | $2,790+36.1% |
| Participant deferral / active EE | $9,127 | $4,556+100.3% | $6,191+47.4% | $4,249+114.8% |
| Admin fee / account holder | $6,218 | $12,753-51.2% | $21,981-71.7% | $8,951-30.5% |