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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 | $40,493 | $99,345-59.2% | $84,753-52.2% | $273,972-85.2% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 7.77% | 22.93%-15.2pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $3,258 | $4,214-22.7% | $3,574-8.9% | $4,869-33.1% |
| Participant deferral / active EE | $5,706 | $4,270+33.6% | $3,712+53.7% | $5,287+7.9% |
| Admin fee / account holder | $5,607 | $6,645-15.6% | $5,333+5.1% | $10,133-44.7% |