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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 | $49,714 | $77,896-36.2% | $134,172-62.9% | $82,448-39.7% |
| Participation rate | 86.1% | 62.8%+23.3pp | 72.5%+13.6pp | 68.1%+18.0pp |
| Annual return | 19.69% | 18.21%+1.5pp | 25.30%-5.6pp | 41.64%-21.9pp |
| Employer contribution / active EE | $3,886 | $2,159+80.0% | $3,420+13.6% | $2,551+52.3% |
| Participant deferral / active EE | $7,460 | $3,162+135.9% | $4,690+59.0% | $4,139+80.2% |
| Admin fee / account holder | $2,808 | $6,336-55.7% | $12,016-76.6% | $7,234-61.2% |