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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 | $78,520-42.9% | $96,576-53.6% | $82,448-45.7% |
| Participation rate | 92.7% | 77.7%+15.0pp | 81.4%+11.2pp | 68.1%+24.6pp |
| Annual return | 19.70% | 41.30%-21.6pp | 38.47%-18.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,359 | $2,630-10.3% | $3,553-33.6% | $2,551-7.5% |
| Participant deferral / active EE | $10,045 | $6,754+48.7% | $7,956+26.3% | $4,139+142.7% |
| Admin fee / account holder | $491 | $13,455-96.3% | $11,381-95.7% | $7,234-93.2% |