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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 | $55,637 | $73,955-24.8% | $96,520-42.4% | $75,181-26.0% |
| Participation rate | 88.5% | 66.4%+22.0pp | 74.3%+14.1pp | 67.2%+21.3pp |
| Annual return | 15.05% | 26.72%-11.7pp | 35.72%-20.7pp | 160.69%-145.6pp |
| Employer contribution / active EE | $2,547 | $2,930-13.1% | $3,739-31.9% | $2,671-4.6% |
| Participant deferral / active EE | $4,768 | $3,659+30.3% | $4,879-2.3% | $4,126+15.6% |
| Admin fee / account holder | $4,286 | $5,217-17.9% | $6,733-36.4% | $5,650-24.1% |