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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 | $47,315 | $99,345-52.4% | $84,753-44.2% | $273,972-82.7% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 7.10% | 22.93%-15.8pp | 22.78%-15.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,594 | $4,214-38.4% | $3,574-27.4% | $4,869-46.7% |
| Participant deferral / active EE | $5,148 | $4,270+20.6% | $3,712+38.7% | $5,287-2.6% |
| Admin fee / account holder | $11,694 | $6,645+76.0% | $5,333+119.3% | $10,133+15.4% |