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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 | $46,114 | $95,084-51.5% | $140,514-67.2% | $69,733-33.9% |
| Participation rate | 88.3% | 68.7%+19.6pp | 77.8%+10.6pp | 62.5%+25.9pp |
| Annual return | 22.18% | 18.56%+3.6pp | 14.36%+7.8pp | 15.22%+7.0pp |
| Employer contribution / active EE | $2,580 | $2,405+7.3% | $3,378-23.6% | $2,250+14.7% |
| Participant deferral / active EE | $5,312 | $3,868+37.4% | $4,919+8.0% | $3,054+73.9% |
| Admin fee / account holder | $5,572 | $4,885+14.1% | $13,697-59.3% | $3,102+79.6% |