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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 | $45,566 | $59,804-23.8% | $81,982-44.4% | $79,856-42.9% |
| Participation rate | 77.8% | 61.6%+16.1pp | 69.3%+8.5pp | 69.6%+8.1pp |
| Annual return | 30.02% | 17.56%+12.5pp | 41.31%-11.3pp | 31.71%-1.7pp |
| Employer contribution / active EE | $2,934 | $1,713+71.3% | $2,498+17.5% | $2,471+18.7% |
| Participant deferral / active EE | $3,245 | $2,695+20.4% | $3,722-12.8% | $3,741-13.3% |
| Admin fee / account holder | $424 | $4,288-90.1% | $5,665-92.5% | $5,306-92.0% |