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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 | $44,808 | $83,061-46.1% | $126,068-64.5% | $94,015-52.3% |
| Participation rate | 92.7% | 81.2%+11.5pp | 84.7%+8.0pp | 70.8%+21.9pp |
| Annual return | 19.70% | 20.41%-0.7pp | 15.01%+4.7pp | 17.84%+1.9pp |
| Employer contribution / active EE | $2,359 | $2,864-17.6% | $3,968-40.6% | $2,790-15.5% |
| Participant deferral / active EE | $10,045 | $7,042+42.6% | $8,214+22.3% | $4,249+136.4% |
| Admin fee / account holder | $491 | $7,208-93.2% | $18,264-97.3% | $8,951-94.5% |