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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 | $45,243 | $87,106-48.1% | $105,607-57.2% | $80,935-44.1% |
| Participation rate | 77.1% | 70.4%+6.7pp | 75.3%+1.9pp | 67.7%+9.5pp |
| Annual return | 20.43% | 17.01%+3.4pp | 116.11%-95.7pp | 35.66%-15.2pp |
| Employer contribution / active EE | $2,401 | $2,396+0.2% | $3,167-24.2% | $2,757-12.9% |
| Participant deferral / active EE | $4,476 | $3,986+12.3% | $5,011-10.7% | $4,299+4.1% |
| Admin fee / account holder | $3,863 | $8,447-54.3% | $10,958-64.7% | $6,924-44.2% |