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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 | $47,442 | $106,524-55.5% | $152,301-68.9% | $87,485-45.8% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.4%+0.3pp | 68.9%+13.8pp |
| Annual return | 17.48% | 26.89%-9.4pp | 80.50%-63.0pp | 26.06%-8.6pp |
| Employer contribution / active EE | $2,897 | $3,371-14.1% | $4,624-37.4% | $2,596+11.6% |
| Participant deferral / active EE | $6,004 | $6,525-8.0% | $8,004-25.0% | $4,274+40.5% |
| Admin fee / account holder | $1,325 | $8,287-84.0% | $14,398-90.8% | $7,775-83.0% |