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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 | $56,472 | $100,194-43.6% | $122,979-54.1% | $86,983-35.1% |
| Participation rate | 91.2% | 73.0%+18.2pp | 77.2%+14.0pp | 69.5%+21.6pp |
| Annual return | 19.55% | 16.47%+3.1pp | 20.12%-0.6pp | 25.83%-6.3pp |
| Employer contribution / active EE | $3,455 | $2,326+48.6% | $3,062+12.8% | $2,584+33.7% |
| Participant deferral / active EE | $4,820 | $4,133+16.6% | $5,003-3.7% | $4,194+14.9% |
| Admin fee / account holder | $728 | $10,148-92.8% | $12,864-94.3% | $7,856-90.7% |