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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 | $45,431 | $43,075+5.5% | $74,577-39.1% | $62,881-27.8% |
| Participation rate | 93.0% | 58.1%+35.0pp | 68.1%+24.9pp | 69.3%+23.7pp |
| Annual return | 8.49% | 17.50%-9.0pp | 20.47%-12.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,538 | $1,498+69.5% | $2,525+0.5% | $2,281+11.3% |
| Participant deferral / active EE | $8,899 | $2,389+272.4% | $3,458+157.3% | $3,203+177.8% |
| Admin fee / account holder | $3,763 | $2,840+32.5% | $4,138-9.1% | $4,296-12.4% |