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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 | $57,043 | $109,620-48.0% | $148,496-61.6% | $94,015-39.3% |
| Participation rate | 84.8% | 71.3%+13.6pp | 76.0%+8.8pp | 70.8%+14.0pp |
| Annual return | 14.36% | 17.54%-3.2pp | 12.33%+2.0pp | 17.84%-3.5pp |
| Employer contribution / active EE | $754 | $2,618-71.2% | $3,497-78.5% | $2,790-73.0% |
| Participant deferral / active EE | $2,829 | $3,831-26.2% | $4,808-41.2% | $4,249-33.4% |
| Admin fee / account holder | $3,858 | $10,050-61.6% | $19,547-80.3% | $8,951-56.9% |