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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 | $49,110 | $104,098-52.8% | $140,514-65.0% | $94,015-47.8% |
| Participation rate | 90.9% | 73.7%+17.2pp | 77.8%+13.1pp | 70.8%+20.1pp |
| Annual return | 15.25% | 15.14%+0.1pp | 14.36%+0.9pp | 17.84%-2.6pp |
| Employer contribution / active EE | $1,507 | $2,388-36.9% | $3,378-55.4% | $2,790-46.0% |
| Participant deferral / active EE | $4,884 | $4,033+21.1% | $4,919-0.7% | $4,249+14.9% |
| Admin fee / account holder | $11,893 | $10,439+13.9% | $13,697-13.2% | $8,951+32.9% |