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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 | $46,657 | $114,712-59.3% | $173,730-73.1% | $87,485-46.7% |
| Participation rate | 85.7% | 73.0%+12.7pp | 79.6%+6.1pp | 68.9%+16.8pp |
| Annual return | 14.98% | 20.18%-5.2pp | 19.96%-5.0pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,106 | $2,904-61.9% | $4,577-75.8% | $2,596-57.4% |
| Participant deferral / active EE | $4,496 | $4,642-3.1% | $6,326-28.9% | $4,274+5.2% |
| Admin fee / account holder | $5,895 | $10,210-42.3% | $17,523-66.4% | $7,775-24.2% |