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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 | $49,713 | $56,894-12.6% | $84,753-41.3% | $62,881-20.9% |
| Participation rate | 86.3% | 68.5%+17.7pp | 76.6%+9.7pp | 69.3%+17.0pp |
| Annual return | 5.82% | 6.30%-0.5pp | 22.78%-17.0pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,181 | $2,400-9.1% | $3,574-39.0% | $2,281-4.4% |
| Participant deferral / active EE | $4,598 | $2,709+69.7% | $3,712+23.9% | $3,203+43.5% |
| Admin fee / account holder | $3,003 | $3,581-16.1% | $5,333-43.7% | $4,296-30.1% |