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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 | $82,018 | $109,620-25.2% | $148,496-44.8% | $94,015-12.8% |
| Participation rate | 78.9% | 71.3%+7.7pp | 76.0%+2.9pp | 70.8%+8.1pp |
| Annual return | 18.30% | 17.54%+0.8pp | 12.33%+6.0pp | 17.84%+0.5pp |
| Employer contribution / active EE | $4,244 | $2,618+62.1% | $3,497+21.4% | $2,790+52.1% |
| Participant deferral / active EE | $2,322 | $3,831-39.4% | $4,808-51.7% | $4,249-45.4% |
| Admin fee / account holder | $1,461 | $10,050-85.5% | $19,547-92.5% | $8,951-83.7% |