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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 | $46,206 | $110,137-58.0% | $161,149-71.3% | $82,637-44.1% |
| Participation rate | 97.4% | 72.4%+25.0pp | 78.8%+18.5pp | 68.1%+29.3pp |
| Annual return | 20.54% | 20.69%-0.1pp | 21.16%-0.6pp | 53.51%-33.0pp |
| Employer contribution / active EE | $2,438 | $2,856-14.6% | $4,360-44.1% | $2,552-4.5% |
| Participant deferral / active EE | $5,980 | $4,575+30.7% | $6,153-2.8% | $4,126+44.9% |
| Admin fee / account holder | $4,861 | $9,467-48.6% | $15,194-68.0% | $7,339-33.8% |