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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 | $100,194-58.2% | $122,979-66.0% | $86,983-51.9% |
| Participation rate | 90.0% | 73.0%+17.0pp | 77.2%+12.8pp | 69.5%+20.5pp |
| Annual return | 17.65% | 16.47%+1.2pp | 20.12%-2.5pp | 25.83%-8.2pp |
| Employer contribution / active EE | $2,583 | $2,326+11.1% | $3,062-15.7% | $2,584-0.1% |
| Participant deferral / active EE | $4,435 | $4,133+7.3% | $5,003-11.3% | $4,194+5.8% |
| Admin fee / account holder | $13,392 | $10,148+32.0% | $12,864+4.1% | $7,856+70.5% |