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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 | $48,623 | $79,557-38.9% | $118,746-59.1% | $70,126-30.7% |
| Participation rate | 91.5% | 71.4%+20.1pp | 78.3%+13.2pp | 69.5%+21.9pp |
| Annual return | 16.43% | 25.64%-9.2pp | 24.54%-8.1pp | 73.15%-56.7pp |
| Employer contribution / active EE | $2,637 | $2,861-7.9% | $4,193-37.1% | $2,343+12.6% |
| Participant deferral / active EE | $3,416 | $4,089-16.4% | $5,332-35.9% | $3,332+2.5% |
| Admin fee / account holder | $7,332 | $5,374+36.4% | $10,720-31.6% | $4,645+57.8% |