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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 | $44,903 | $199,109-77.4% | $173,730-74.2% | $154,746-71.0% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 18.63% | 20.02%-1.4pp | 19.96%-1.3pp | 172.34%-153.7pp |
| Employer contribution / active EE | $3,549 | $5,311-33.2% | $4,577-22.5% | $4,379-19.0% |
| Participant deferral / active EE | $5,634 | $7,113-20.8% | $6,326-10.9% | $6,730-16.3% |
| Admin fee / account holder | $2,321 | $20,916-88.9% | $17,523-86.8% | $14,365-83.8% |