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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 | $97,550-54.3% | $120,344-63.0% | $87,485-49.1% |
| Participation rate | 86.5% | 72.8%+13.7pp | 76.7%+9.8pp | 68.9%+17.6pp |
| Annual return | 19.20% | 18.41%+0.8pp | 20.30%-1.1pp | 26.06%-6.9pp |
| Employer contribution / active EE | $2,042 | $2,291-10.9% | $3,020-32.4% | $2,596-21.3% |
| Participant deferral / active EE | $5,376 | $4,230+27.1% | $5,135+4.7% | $4,274+25.8% |
| Admin fee / account holder | $1,757 | $9,543-81.6% | $12,742-86.2% | $7,775-77.4% |