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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 | $40,457 | $95,453-57.6% | $112,040-63.9% | $82,448-50.9% |
| Participation rate | 78.8% | 72.8%+6.0pp | 76.5%+2.3pp | 68.1%+10.7pp |
| Annual return | 14.83% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,437 | $2,318+5.1% | $2,954-17.5% | $2,551-4.5% |
| Participant deferral / active EE | $5,470 | $4,224+29.5% | $5,098+7.3% | $4,139+32.1% |
| Admin fee / account holder | $11,322 | $9,013+25.6% | $12,098-6.4% | $7,234+56.5% |