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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 | $61,871 | $118,488-47.8% | $98,462-37.2% | $139,487-55.6% |
| Participation rate | 81.8% | 77.5%+4.4pp | 75.2%+6.6pp | 80.3%+1.5pp |
| Annual return | 17.48% | 18.96%-1.5pp | 21.17%-3.7pp | 373.84%-356.4pp |
| Employer contribution / active EE | $3,847 | $3,611+6.5% | $3,049+26.2% | $4,755-19.1% |
| Participant deferral / active EE | $4,598 | $5,393-14.7% | $4,738-3.0% | $6,713-31.5% |
| Admin fee / account holder | $1,136 | $13,868-91.8% | $8,875-87.2% | $11,407-90.0% |