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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 | $43,257 | $56,894-24.0% | $84,753-49.0% | $62,881-31.2% |
| Participation rate | 72.5% | 68.5%+4.0pp | 76.6%-4.1pp | 69.3%+3.2pp |
| Annual return | 5.15% | 6.30%-1.1pp | 22.78%-17.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $4,920 | $2,400+105.0% | $3,574+37.7% | $2,281+115.7% |
| Participant deferral / active EE | $1,898 | $2,709-30.0% | $3,712-48.9% | $3,203-40.8% |
| Admin fee / account holder | $2,718 | $3,581-24.1% | $5,333-49.0% | $4,296-36.7% |