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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 | $47,391 | $77,814-39.1% | $158,223-70.0% | $86,983-45.5% |
| Participation rate | 88.1% | 68.4%+19.6pp | 79.2%+8.9pp | 69.5%+18.5pp |
| Annual return | 28.46% | 30.54%-2.1pp | 52.09%-23.6pp | 25.83%+2.6pp |
| Employer contribution / active EE | $2,886 | $2,592+11.3% | $4,109-29.8% | $2,584+11.7% |
| Participant deferral / active EE | $6,398 | $3,270+95.7% | $5,467+17.0% | $4,194+52.6% |
| Admin fee / account holder | $5,139 | $5,879-12.6% | $16,047-68.0% | $7,856-34.6% |