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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 | $45,477 | $71,230-36.2% | $93,727-51.5% | $80,959-43.8% |
| Participation rate | 73.0% | 60.4%+12.6pp | 68.7%+4.3pp | 67.7%+5.3pp |
| Annual return | 13.96% | 11.26%+2.7pp | 133.83%-119.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,231 | $1,565+42.5% | $2,421-7.9% | $2,757-19.1% |
| Participant deferral / active EE | $6,017 | $4,037+49.0% | $4,417+36.2% | $4,300+39.9% |
| Admin fee / account holder | $3,363 | $6,961-51.7% | $8,292-59.4% | $6,925-51.4% |