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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 | $46,950 | $69,590-32.5% | $136,867-65.7% | $94,015-50.1% |
| Participation rate | 88.4% | 66.3%+22.1pp | 74.5%+13.8pp | 70.8%+17.6pp |
| Annual return | 13.46% | 19.62%-6.2pp | 42.97%-29.5pp | 17.84%-4.4pp |
| Employer contribution / active EE | $2,145 | $2,396-10.5% | $3,547-39.5% | $2,790-23.1% |
| Participant deferral / active EE | $4,024 | $3,437+17.1% | $4,924-18.3% | $4,249-5.3% |
| Admin fee / account holder | $2,631 | $8,912-70.5% | $10,340-74.6% | $8,951-70.6% |