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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 | $46,308 | $58,512-20.9% | $84,020-44.9% | $72,983-36.5% |
| Participation rate | 74.5% | 61.2%+13.3pp | 69.0%+5.5pp | 69.5%+5.0pp |
| Annual return | 18.50% | 28.93%-10.4pp | 71.31%-52.8pp | 81.01%-62.5pp |
| Employer contribution / active EE | $3,119 | $1,163+168.2% | $1,984+57.3% | $2,440+27.8% |
| Participant deferral / active EE | $6,428 | $2,394+168.5% | $3,239+98.5% | $3,608+78.2% |
| Admin fee / account holder | $2,377 | $4,569-48.0% | $6,101-61.0% | $5,124-53.6% |