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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 | $47,543 | $109,620-56.6% | $148,496-68.0% | $94,015-49.4% |
| Participation rate | 73.1% | 71.3%+1.8pp | 76.0%-3.0pp | 70.8%+2.3pp |
| Annual return | 14.02% | 17.54%-3.5pp | 12.33%+1.7pp | 17.84%-3.8pp |
| Employer contribution / active EE | $1,219 | $2,618-53.4% | $3,497-65.1% | $2,790-56.3% |
| Participant deferral / active EE | $3,704 | $3,831-3.3% | $4,808-23.0% | $4,249-12.8% |
| Admin fee / account holder | $984 | $10,050-90.2% | $19,547-95.0% | $8,951-89.0% |