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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 | $110,137-57.6% | $161,149-71.0% | $82,637-43.5% |
| Participation rate | 85.7% | 72.4%+13.4pp | 78.8%+6.9pp | 68.1%+17.7pp |
| Annual return | 14.98% | 20.69%-5.7pp | 21.16%-6.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,106 | $2,856-61.3% | $4,360-74.6% | $2,552-56.7% |
| Participant deferral / active EE | $4,496 | $4,575-1.7% | $6,153-26.9% | $4,126+9.0% |
| Admin fee / account holder | $5,895 | $9,467-37.7% | $15,194-61.2% | $7,339-19.7% |