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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 | $44,535 | $95,453-53.3% | $112,040-60.3% | $82,448-46.0% |
| Participation rate | 86.5% | 72.8%+13.7pp | 76.5%+10.0pp | 68.1%+18.4pp |
| Annual return | 19.20% | 23.92%-4.7pp | 24.52%-5.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,042 | $2,318-11.9% | $2,954-30.9% | $2,551-20.0% |
| Participant deferral / active EE | $5,376 | $4,224+27.3% | $5,098+5.5% | $4,139+29.9% |
| Admin fee / account holder | $1,757 | $9,013-80.5% | $12,098-85.5% | $7,234-75.7% |