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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 | $46,253 | $100,194-53.8% | $122,979-62.4% | $86,983-46.8% |
| Participation rate | 96.6% | 73.0%+23.6pp | 77.2%+19.4pp | 69.5%+27.0pp |
| Annual return | 11.99% | 16.47%-4.5pp | 20.12%-8.1pp | 25.83%-13.8pp |
| Employer contribution / active EE | $2,131 | $2,326-8.4% | $3,062-30.4% | $2,584-17.5% |
| Participant deferral / active EE | $4,846 | $4,133+17.3% | $5,003-3.1% | $4,194+15.6% |
| Admin fee / account holder | $11,031 | $10,148+8.7% | $12,864-14.2% | $7,856+40.4% |