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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 | $48,619 | $101,795-52.2% | $165,100-70.6% | $80,959-39.9% |
| Participation rate | 89.1% | 71.8%+17.3pp | 78.6%+10.5pp | 67.7%+21.4pp |
| Annual return | 11.61% | 16.73%-5.1pp | 70.21%-58.6pp | 35.67%-24.1pp |
| Employer contribution / active EE | $4,252 | $2,954+44.0% | $4,348-2.2% | $2,757+54.2% |
| Participant deferral / active EE | $2,119 | $4,476-52.6% | $6,035-64.9% | $4,300-50.7% |
| Admin fee / account holder | $3,269 | $8,221-60.2% | $12,696-74.3% | $6,925-52.8% |