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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 | $55,667 | $86,949-36.0% | $102,460-45.7% | $80,959-31.2% |
| Participation rate | 94.2% | 72.4%+21.8pp | 76.5%+17.7pp | 67.7%+26.5pp |
| Annual return | 19.45% | 18.89%+0.6pp | 29.47%-10.0pp | 35.67%-16.2pp |
| Employer contribution / active EE | $2,328 | $2,370-1.7% | $3,025-23.0% | $2,757-15.5% |
| Participant deferral / active EE | $4,208 | $4,121+2.1% | $5,056-16.8% | $4,300-2.2% |
| Admin fee / account holder | $2,406 | $8,048-70.1% | $9,460-74.6% | $6,925-65.3% |