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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 | $48,846 | $76,834-36.4% | $108,359-54.9% | $87,485-44.2% |
| Participation rate | 88.5% | 61.7%+26.7pp | 70.1%+18.3pp | 68.9%+19.5pp |
| Annual return | 18.82% | 19.09%-0.3pp | 36.89%-18.1pp | 26.06%-7.2pp |
| Employer contribution / active EE | $6,326 | $1,556+306.4% | $2,399+163.6% | $2,596+143.6% |
| Participant deferral / active EE | $2,728 | $3,100-12.0% | $4,137-34.1% | $4,274-36.2% |
| Admin fee / account holder | $397 | $6,537-93.9% | $9,741-95.9% | $7,775-94.9% |