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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 | $47,246 | $95,404-50.5% | $113,397-58.3% | $82,637-42.8% |
| Participation rate | 90.2% | 72.8%+17.4pp | 76.5%+13.7pp | 68.1%+22.1pp |
| Annual return | 13.11% | 19.08%-6.0pp | 23.20%-10.1pp | 53.51%-40.4pp |
| Employer contribution / active EE | $1,483 | $2,307-35.7% | $2,977-50.2% | $2,552-41.9% |
| Participant deferral / active EE | $3,352 | $4,220-20.6% | $5,076-34.0% | $4,126-18.8% |
| Admin fee / account holder | $3,983 | $9,168-56.6% | $11,957-66.7% | $7,339-45.7% |