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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 | $50,848 | $78,013-34.8% | $178,449-71.5% | $80,911-37.2% |
| Participation rate | 89.7% | 65.7%+24.1pp | 77.1%+12.6pp | 67.6%+22.1pp |
| Annual return | 15.38% | 18.07%-2.7pp | 27.09%-11.7pp | 35.63%-20.2pp |
| Employer contribution / active EE | $5,586 | $2,287+144.2% | $3,951+41.4% | $2,756+102.7% |
| Participant deferral / active EE | $5,933 | $4,408+34.6% | $6,277-5.5% | $4,297+38.1% |
| Admin fee / account holder | $3,069 | $7,166-57.2% | $10,362-70.4% | $6,935-55.7% |