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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 | $44,113 | $95,453-53.8% | $112,040-60.6% | $82,448-46.5% |
| Participation rate | 94.9% | 72.8%+22.2pp | 76.5%+18.4pp | 68.1%+26.8pp |
| Annual return | 16.80% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,611 | $2,318+12.6% | $2,954-11.6% | $2,551+2.3% |
| Participant deferral / active EE | $5,187 | $4,224+22.8% | $5,098+1.8% | $4,139+25.3% |
| Admin fee / account holder | $3,534 | $9,013-60.8% | $12,098-70.8% | $7,234-51.1% |