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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 | $50,518 | $110,137-54.1% | $161,149-68.7% | $82,637-38.9% |
| Participation rate | 93.3% | 72.4%+21.0pp | 78.8%+14.5pp | 68.1%+25.3pp |
| Annual return | 18.39% | 20.69%-2.3pp | 21.16%-2.8pp | 53.51%-35.1pp |
| Employer contribution / active EE | $2,447 | $2,856-14.3% | $4,360-43.9% | $2,552-4.1% |
| Participant deferral / active EE | $4,595 | $4,575+0.4% | $6,153-25.3% | $4,126+11.4% |
| Admin fee / account holder | $3,431 | $9,467-63.8% | $15,194-77.4% | $7,339-53.2% |