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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 | $51,871 | $76,551-32.2% | $123,894-58.1% | $62,881-17.5% |
| Participation rate | 97.1% | 73.0%+24.2pp | 81.4%+15.7pp | 69.3%+27.8pp |
| Annual return | 12.69% | 18.68%-6.0pp | 47.52%-34.8pp | 20.14%-7.4pp |
| Employer contribution / active EE | $3,142 | $2,882+9.0% | $4,617-32.0% | $2,281+37.7% |
| Participant deferral / active EE | $7,093 | $4,840+46.6% | $5,984+18.5% | $3,203+121.5% |
| Admin fee / account holder | $2,133 | $4,826-55.8% | $8,357-74.5% | $4,296-50.3% |