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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 | $43,276 | $100,194-56.8% | $122,979-64.8% | $86,983-50.2% |
| Participation rate | 91.3% | 73.0%+18.3pp | 77.2%+14.1pp | 69.5%+21.8pp |
| Annual return | 18.33% | 16.47%+1.9pp | 20.12%-1.8pp | 25.83%-7.5pp |
| Employer contribution / active EE | $671 | $2,326-71.1% | $3,062-78.1% | $2,584-74.0% |
| Participant deferral / active EE | $4,475 | $4,133+8.3% | $5,003-10.6% | $4,194+6.7% |
| Admin fee / account holder | $2,333 | $10,148-77.0% | $12,864-81.9% | $7,856-70.3% |