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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 | $52,856 | $60,349-12.4% | $74,184-28.8% | $62,881-15.9% |
| Participation rate | 95.5% | 72.7%+22.7pp | 76.6%+18.8pp | 69.3%+26.1pp |
| Annual return | 12.36% | 21.38%-9.0pp | 17.74%-5.4pp | 20.14%-7.8pp |
| Employer contribution / active EE | $636 | $1,680-62.1% | $2,370-73.2% | $2,281-72.1% |
| Participant deferral / active EE | $4,247 | $2,856+48.7% | $3,550+19.6% | $3,203+32.6% |
| Admin fee / account holder | $6,885 | $4,261+61.6% | $5,586+23.3% | $4,296+60.3% |