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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 | $45,573 | $95,453-52.3% | $112,040-59.3% | $82,448-44.7% |
| Participation rate | 95.1% | 72.8%+22.3pp | 76.5%+18.6pp | 68.1%+27.0pp |
| Annual return | 19.65% | 23.92%-4.3pp | 24.52%-4.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,716 | $2,318-26.0% | $2,954-41.9% | $2,551-32.7% |
| Participant deferral / active EE | $4,798 | $4,224+13.6% | $5,098-5.9% | $4,139+15.9% |
| Admin fee / account holder | $3,212 | $9,013-64.4% | $12,098-73.4% | $7,234-55.6% |