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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 | $47,851 | $81,276-41.1% | $155,574-69.2% | $80,925-40.9% |
| Participation rate | 87.9% | 66.2%+21.6pp | 78.2%+9.7pp | 67.7%+20.2pp |
| Annual return | 12.26% | 33.36%-21.1pp | 64.87%-52.6pp | 35.65%-23.4pp |
| Employer contribution / active EE | $3,116 | $3,103+0.4% | $4,676-33.4% | $2,756+13.0% |
| Participant deferral / active EE | $6,554 | $3,453+89.8% | $5,629+16.4% | $4,299+52.5% |
| Admin fee / account holder | $5,813 | $7,993-27.3% | $15,914-63.5% | $6,940-16.2% |