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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 | $95,404-53.8% | $113,397-61.1% | $82,637-46.6% |
| Participation rate | 94.9% | 72.8%+22.1pp | 76.5%+18.4pp | 68.1%+26.9pp |
| Annual return | 16.80% | 19.08%-2.3pp | 23.20%-6.4pp | 53.51%-36.7pp |
| Employer contribution / active EE | $2,611 | $2,307+13.2% | $2,977-12.3% | $2,552+2.3% |
| Participant deferral / active EE | $5,187 | $4,220+22.9% | $5,076+2.2% | $4,126+25.7% |
| Admin fee / account holder | $3,534 | $9,168-61.5% | $11,957-70.4% | $7,339-51.8% |