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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 | $45,978 | $100,194-54.1% | $122,979-62.6% | $86,983-47.1% |
| Participation rate | 90.2% | 73.0%+17.3pp | 77.2%+13.1pp | 69.5%+20.7pp |
| Annual return | 16.83% | 16.47%+0.4pp | 20.12%-3.3pp | 25.83%-9.0pp |
| Employer contribution / active EE | $3,099 | $2,326+33.2% | $3,062+1.2% | $2,584+19.9% |
| Participant deferral / active EE | $5,079 | $4,133+22.9% | $5,003+1.5% | $4,194+21.1% |
| Admin fee / account holder | $2,147 | $10,148-78.8% | $12,864-83.3% | $7,856-72.7% |