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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 | $95,404-52.2% | $113,397-59.8% | $82,637-44.9% |
| Participation rate | 95.1% | 72.8%+22.2pp | 76.5%+18.6pp | 68.1%+27.0pp |
| Annual return | 19.65% | 19.08%+0.6pp | 23.20%-3.6pp | 53.51%-33.9pp |
| Employer contribution / active EE | $1,716 | $2,307-25.6% | $2,977-42.4% | $2,552-32.8% |
| Participant deferral / active EE | $4,798 | $4,220+13.7% | $5,076-5.5% | $4,126+16.3% |
| Admin fee / account holder | $3,212 | $9,168-65.0% | $11,957-73.1% | $7,339-56.2% |