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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 | $53,974 | $115,931-53.4% | $185,441-70.9% | $86,983-37.9% |
| Participation rate | 92.6% | 73.6%+19.0pp | 80.3%+12.3pp | 69.5%+23.1pp |
| Annual return | 16.03% | 21.47%-5.4pp | 20.16%-4.1pp | 25.83%-9.8pp |
| Employer contribution / active EE | $2,958 | $2,937+0.7% | $4,672-36.7% | $2,584+14.4% |
| Participant deferral / active EE | $2,203 | $4,551-51.6% | $6,152-64.2% | $4,194-47.5% |
| Admin fee / account holder | $1,256 | $10,687-88.2% | $17,890-93.0% | $7,856-84.0% |