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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 | $47,559 | $106,524-55.4% | $152,301-68.8% | $87,485-45.6% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.4%+5.9pp | 68.9%+19.4pp |
| Annual return | 20.44% | 26.89%-6.5pp | 80.50%-60.1pp | 26.06%-5.6pp |
| Employer contribution / active EE | $2,038 | $3,371-39.5% | $4,624-55.9% | $2,596-21.5% |
| Participant deferral / active EE | $8,544 | $6,525+31.0% | $8,004+6.8% | $4,274+99.9% |
| Admin fee / account holder | $934 | $8,287-88.7% | $14,398-93.5% | $7,775-88.0% |