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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 | $49,941 | $73,787-32.3% | $98,716-49.4% | $82,448-39.4% |
| Participation rate | 91.2% | 61.4%+29.8pp | 69.3%+21.9pp | 68.1%+23.1pp |
| Annual return | 15.77% | 18.57%-2.8pp | 31.81%-16.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,533 | $1,511+67.6% | $2,279+11.2% | $2,551-0.7% |
| Participant deferral / active EE | $4,517 | $3,081+46.6% | $4,048+11.6% | $4,139+9.1% |
| Admin fee / account holder | $2,218 | $6,500-65.9% | $8,703-74.5% | $7,234-69.3% |