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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 | $48,853 | $104,098-53.1% | $140,514-65.2% | $94,015-48.0% |
| Participation rate | 70.0% | 73.7%-3.7pp | 77.8%-7.8pp | 70.8%-0.8pp |
| Annual return | 18.17% | 15.14%+3.0pp | 14.36%+3.8pp | 17.84%+0.3pp |
| Employer contribution / active EE | $3,182 | $2,388+33.3% | $3,378-5.8% | $2,790+14.1% |
| Participant deferral / active EE | $5,822 | $4,033+44.4% | $4,919+18.4% | $4,249+37.0% |
| Admin fee / account holder | $11,053 | $10,439+5.9% | $13,697-19.3% | $8,951+23.5% |