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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 | $106,749-55.6% | $145,433-67.4% | $82,448-42.5% |
| Participation rate | 82.8% | 75.6%+7.1pp | 82.1%+0.6pp | 68.1%+14.7pp |
| Annual return | 17.48% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,897 | $3,444-15.9% | $4,554-36.4% | $2,551+13.5% |
| Participant deferral / active EE | $6,004 | $6,519-7.9% | $7,897-24.0% | $4,139+45.1% |
| Admin fee / account holder | $1,325 | $8,390-84.2% | $13,129-89.9% | $7,234-81.7% |