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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 | $44,443 | $146,267-69.6% | $197,124-77.5% | $82,448-46.1% |
| Participation rate | 96.0% | 84.0%+12.0pp | 86.7%+9.3pp | 68.1%+27.9pp |
| Annual return | 18.72% | 29.61%-10.9pp | 44.34%-25.6pp | 41.64%-22.9pp |
| Employer contribution / active EE | $3,028 | $4,723-35.9% | $6,227-51.4% | $2,551+18.7% |
| Participant deferral / active EE | $7,148 | $7,035+1.6% | $9,135-21.7% | $4,139+72.7% |
| Admin fee / account holder | $2,310 | $14,422-84.0% | $16,298-85.8% | $7,234-68.1% |