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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 | $43,058 | $72,269-40.4% | $101,271-57.5% | $79,852-46.1% |
| Participation rate | 88.4% | 68.5%+19.9pp | 75.8%+12.6pp | 69.6%+18.7pp |
| Annual return | 18.48% | 22.29%-3.8pp | 46.48%-28.0pp | 31.72%-13.2pp |
| Employer contribution / active EE | $2,512 | $2,692-6.7% | $3,660-31.4% | $2,471+1.6% |
| Participant deferral / active EE | $6,846 | $3,282+108.6% | $4,371+56.6% | $3,740+83.0% |
| Admin fee / account holder | $7,196 | $4,401+63.5% | $5,948+21.0% | $5,306+35.6% |