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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 | $85,515-46.1% | $112,040-58.8% | $67,986-32.2% |
| Participation rate | 88.3% | 68.2%+20.1pp | 76.5%+11.9pp | 57.2%+31.1pp |
| Annual return | 22.18% | 29.68%-7.5pp | 24.52%-2.3pp | 31.67%-9.5pp |
| Employer contribution / active EE | $2,580 | $2,191+17.8% | $2,954-12.7% | $2,019+27.8% |
| Participant deferral / active EE | $5,312 | $4,014+32.3% | $5,098+4.2% | $3,358+58.2% |
| Admin fee / account holder | $5,572 | $3,774+47.6% | $12,098-53.9% | $3,203+73.9% |