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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 | $45,879 | $103,164-55.5% | $90,259-49.2% | $154,746-70.4% |
| Participation rate | 84.6% | 76.1%+8.5pp | 70.7%+13.9pp | 80.7%+3.9pp |
| Annual return | 14.25% | 19.25%-5.0pp | 18.88%-4.6pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,966 | $2,532+17.2% | $2,291+29.4% | $4,379-32.3% |
| Participant deferral / active EE | $3,689 | $4,422-16.6% | $3,827-3.6% | $6,730-45.2% |
| Admin fee / account holder | $8,483 | $8,593-1.3% | $7,267+16.7% | $14,365-41.0% |