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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 | $42,129 | $72,269-41.7% | $101,271-58.4% | $79,852-47.2% |
| Participation rate | 90.4% | 68.5%+21.9pp | 75.8%+14.6pp | 69.6%+20.8pp |
| Annual return | 16.51% | 22.29%-5.8pp | 46.48%-30.0pp | 31.72%-15.2pp |
| Employer contribution / active EE | $2,423 | $2,692-10.0% | $3,660-33.8% | $2,471-1.9% |
| Participant deferral / active EE | $5,067 | $3,282+54.4% | $4,371+15.9% | $3,740+35.5% |
| Admin fee / account holder | $4,165 | $4,401-5.4% | $5,948-30.0% | $5,306-21.5% |