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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 | $53,166 | $111,814-52.5% | $103,378-48.6% | $145,978-63.6% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 11.66% | 24.80%-13.1pp | 24.91%-13.3pp | 550.52%-538.9pp |
| Employer contribution / active EE | $2,294 | $4,215-45.6% | $3,870-40.7% | $4,662-50.8% |
| Participant deferral / active EE | $5,714 | $5,618+1.7% | $5,058+13.0% | $6,690-14.6% |
| Admin fee / account holder | $617 | $9,764-93.7% | $8,401-92.7% | $13,400-95.4% |