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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 | $47,457 | $52,580-9.7% | $71,671-33.8% | $70,126-32.3% |
| Participation rate | 81.0% | 60.9%+20.1pp | 68.7%+12.2pp | 69.5%+11.4pp |
| Annual return | 14.86% | 20.25%-5.4pp | 20.65%-5.8pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,455 | $1,616-9.9% | $2,460-40.8% | $2,343-37.9% |
| Participant deferral / active EE | $3,574 | $2,386+49.8% | $3,438+4.0% | $3,332+7.3% |
| Admin fee / account holder | $7,449 | $3,653+103.9% | $5,558+34.0% | $4,645+60.3% |