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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 | $41,840 | $97,550-57.1% | $120,344-65.2% | $87,485-52.2% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.7%+13.3pp | 68.9%+21.1pp |
| Annual return | 17.65% | 18.41%-0.8pp | 20.30%-2.7pp | 26.06%-8.4pp |
| Employer contribution / active EE | $2,583 | $2,291+12.7% | $3,020-14.5% | $2,596-0.5% |
| Participant deferral / active EE | $4,435 | $4,230+4.9% | $5,135-13.6% | $4,274+3.8% |
| Admin fee / account holder | $13,392 | $9,543+40.3% | $12,742+5.1% | $7,775+72.2% |