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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 | $47,836 | $39,132+22.2% | $57,196-16.4% | $62,881-23.9% |
| Participation rate | 85.2% | 70.5%+14.7pp | 75.3%+9.9pp | 69.3%+15.9pp |
| Annual return | 5.13% | 9.24%-4.1pp | 14.59%-9.5pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,135 | $1,874-39.5% | $2,683-57.7% | $2,281-50.3% |
| Participant deferral / active EE | $3,260 | $2,374+37.3% | $3,096+5.3% | $3,203+1.8% |
| Admin fee / account holder | $1,727 | $2,594-33.4% | $3,141-45.0% | $4,296-59.8% |