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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 | $42,941 | $109,620-60.8% | $148,496-71.1% | $94,015-54.3% |
| Participation rate | 97.2% | 71.3%+26.0pp | 76.0%+21.2pp | 70.8%+26.4pp |
| Annual return | 14.39% | 17.54%-3.2pp | 12.33%+2.1pp | 17.84%-3.5pp |
| Employer contribution / active EE | $2,728 | $2,618+4.2% | $3,497-22.0% | $2,790-2.2% |
| Participant deferral / active EE | $2,579 | $3,831-32.7% | $4,808-46.4% | $4,249-39.3% |
| Admin fee / account holder | $4,876 | $10,050-51.5% | $19,547-75.1% | $8,951-45.5% |