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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 | $48,168 | $110,137-56.3% | $161,149-70.1% | $82,637-41.7% |
| Participation rate | 82.8% | 72.4%+10.4pp | 78.8%+4.0pp | 68.1%+14.7pp |
| Annual return | 14.81% | 20.69%-5.9pp | 21.16%-6.3pp | 53.51%-38.7pp |
| Employer contribution / active EE | $2,116 | $2,856-25.9% | $4,360-51.5% | $2,552-17.1% |
| Participant deferral / active EE | $3,448 | $4,575-24.6% | $6,153-44.0% | $4,126-16.4% |
| Admin fee / account holder | $8,685 | $9,467-8.3% | $15,194-42.8% | $7,339+18.3% |