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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 | $44,661 | $97,550-54.2% | $120,344-62.9% | $87,485-49.0% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.7%+15.6pp | 68.9%+23.4pp |
| Annual return | 15.87% | 18.41%-2.5pp | 20.30%-4.4pp | 26.06%-10.2pp |
| Employer contribution / active EE | $4,512 | $2,291+97.0% | $3,020+49.4% | $2,596+73.8% |
| Participant deferral / active EE | $6,531 | $4,230+54.4% | $5,135+27.2% | $4,274+52.8% |
| Admin fee / account holder | $6,054 | $9,543-36.6% | $12,742-52.5% | $7,775-22.1% |