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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 | $100,194-52.8% | $122,979-61.6% | $86,983-45.7% |
| Participation rate | 90.2% | 73.0%+17.2pp | 77.2%+13.0pp | 69.5%+20.7pp |
| Annual return | 13.11% | 16.47%-3.4pp | 20.12%-7.0pp | 25.83%-12.7pp |
| Employer contribution / active EE | $1,483 | $2,326-36.2% | $3,062-51.6% | $2,584-42.6% |
| Participant deferral / active EE | $3,352 | $4,133-18.9% | $5,003-33.0% | $4,194-20.1% |
| Admin fee / account holder | $3,983 | $10,148-60.7% | $12,864-69.0% | $7,856-49.3% |