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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 | $49,523 | $71,230-30.5% | $93,727-47.2% | $80,959-38.8% |
| Participation rate | 92.1% | 60.4%+31.7pp | 68.7%+23.4pp | 67.7%+24.4pp |
| Annual return | 12.68% | 11.26%+1.4pp | 133.83%-121.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $2,464 | $1,565+57.4% | $2,421+1.8% | $2,757-10.6% |
| Participant deferral / active EE | $4,758 | $4,037+17.8% | $4,417+7.7% | $4,300+10.6% |
| Admin fee / account holder | $8,497 | $6,961+22.1% | $8,292+2.5% | $6,925+22.7% |