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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 | $79,867-42.3% | $120,344-61.7% | $64,340-28.3% |
| Participation rate | 88.3% | 63.0%+25.4pp | 76.7%+11.6pp | 55.2%+33.1pp |
| Annual return | 22.18% | 21.10%+1.1pp | 20.30%+1.9pp | 24.14%-2.0pp |
| Employer contribution / active EE | $2,580 | $1,925+34.1% | $3,020-14.6% | $1,862+38.6% |
| Participant deferral / active EE | $5,312 | $3,593+47.9% | $5,135+3.5% | $2,980+78.3% |
| Admin fee / account holder | $5,572 | $5,039+10.6% | $12,742-56.3% | $3,703+50.5% |