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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 | $45,759 | $94,436-51.5% | $115,599-60.4% | $82,637-44.6% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.3%+13.2pp | 68.1%+19.4pp |
| Annual return | 15.69% | 18.37%-2.7pp | 111.10%-95.4pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,448 | $2,324-37.7% | $2,955-51.0% | $2,552-43.3% |
| Participant deferral / active EE | $3,395 | $3,955-14.1% | $4,889-30.6% | $4,126-17.7% |
| Admin fee / account holder | $12,895 | $10,328+24.9% | $12,841+0.4% | $7,339+75.7% |