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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 | $61,745 | $78,015-20.9% | $178,505-65.4% | $80,959-23.7% |
| Participation rate | 98.2% | 65.7%+32.6pp | 77.1%+21.1pp | 67.7%+30.6pp |
| Annual return | 20.17% | 18.10%+2.1pp | 27.16%-7.0pp | 35.67%-15.5pp |
| Employer contribution / active EE | $2,099 | $2,281-8.0% | $3,955-46.9% | $2,757-23.9% |
| Participant deferral / active EE | $4,474 | $4,406+1.5% | $6,280-28.8% | $4,300+4.0% |
| Admin fee / account holder | $4,509 | $7,160-37.0% | $10,428-56.8% | $6,925-34.9% |