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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 | $50,135 | $74,535-32.7% | $100,712-50.2% | $82,637-39.3% |
| Participation rate | 79.3% | 61.2%+18.1pp | 69.3%+10.0pp | 68.1%+11.3pp |
| Annual return | 20.95% | 18.92%+2.0pp | 33.27%-12.3pp | 53.51%-32.6pp |
| Employer contribution / active EE | $1,207 | $1,503-19.7% | $2,313-47.8% | $2,552-52.7% |
| Participant deferral / active EE | $5,053 | $3,074+64.4% | $4,085+23.7% | $4,126+22.5% |
| Admin fee / account holder | $4,691 | $6,576-28.7% | $9,256-49.3% | $7,339-36.1% |