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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 | $45,448 | $181,896-75.0% | $156,551-71.0% | $273,972-83.4% |
| Participation rate | 94.4% | 88.4%+6.1pp | 84.0%+10.4pp | 83.0%+11.4pp |
| Annual return | 5.00% | 30.74%-25.7pp | 32.23%-27.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $2,359 | $6,248-62.3% | $5,501-57.1% | $4,869-51.6% |
| Participant deferral / active EE | $2,814 | $5,550-49.3% | $4,871-42.2% | $5,287-46.8% |
| Admin fee / account holder | $6,324 | $15,560-59.4% | $13,028-51.5% | $10,133-37.6% |