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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 | $48,117 | $60,349-20.3% | $74,184-35.1% | $62,881-23.5% |
| Participation rate | 84.2% | 72.7%+11.5pp | 76.6%+7.6pp | 69.3%+14.9pp |
| Annual return | 20.53% | 21.38%-0.8pp | 17.74%+2.8pp | 20.14%+0.4pp |
| Employer contribution / active EE | $2,015 | $1,680+19.9% | $2,370-15.0% | $2,281-11.6% |
| Participant deferral / active EE | $4,355 | $2,856+52.5% | $3,550+22.7% | $3,203+36.0% |
| Admin fee / account holder | $5,277 | $4,261+23.9% | $5,586-5.5% | $4,296+22.8% |