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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 | $43,990 | $181,896-75.8% | $156,551-71.9% | $273,972-83.9% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 9.91% | 30.74%-20.8pp | 32.23%-22.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,757 | $6,248-55.9% | $5,501-49.9% | $4,869-43.4% |
| Participant deferral / active EE | $2,835 | $5,550-48.9% | $4,871-41.8% | $5,287-46.4% |
| Admin fee / account holder | $2,370 | $15,560-84.8% | $13,028-81.8% | $10,133-76.6% |