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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 | $44,913 | $79,955-43.8% | $98,461-54.4% | $75,173-40.3% |
| Participation rate | 91.0% | 70.4%+20.7pp | 75.2%+15.9pp | 67.2%+23.8pp |
| Annual return | 24.85% | 19.75%+5.1pp | 21.17%+3.7pp | 160.72%-135.9pp |
| Employer contribution / active EE | $2,043 | $2,264-9.8% | $3,049-33.0% | $2,671-23.5% |
| Participant deferral / active EE | $5,816 | $3,752+55.0% | $4,738+22.7% | $4,126+41.0% |
| Admin fee / account holder | $2,045 | $6,841-70.1% | $8,961-77.2% | $5,651-63.8% |