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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 | $50,287 | $95,453-47.3% | $112,040-55.1% | $82,448-39.0% |
| Participation rate | 87.8% | 72.8%+15.1pp | 76.5%+11.3pp | 68.1%+19.8pp |
| Annual return | 20.80% | 23.92%-3.1pp | 24.52%-3.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $2,764 | $2,318+19.3% | $2,954-6.4% | $2,551+8.4% |
| Participant deferral / active EE | $4,535 | $4,224+7.4% | $5,098-11.0% | $4,139+9.6% |
| Admin fee / account holder | $2,895 | $9,013-67.9% | $12,098-76.1% | $7,234-60.0% |