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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 | $48,574 | $73,988-34.3% | $96,538-49.7% | $75,177-35.4% |
| Participation rate | 74.5% | 66.4%+8.0pp | 74.3%+0.1pp | 67.2%+7.3pp |
| Annual return | 24.21% | 26.73%-2.5pp | 35.74%-11.5pp | 160.75%-136.5pp |
| Employer contribution / active EE | $2,229 | $2,930-23.9% | $3,740-40.4% | $2,671-16.6% |
| Participant deferral / active EE | $7,411 | $3,660+102.5% | $4,880+51.8% | $4,126+79.6% |
| Admin fee / account holder | $6,017 | $5,220+15.3% | $6,737-10.7% | $5,651+6.5% |