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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 | $45,676 | $110,307-58.6% | $96,576-52.7% | $139,456-67.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 14.70% | 26.40%-11.7pp | 25.87%-11.2pp | 373.45%-358.8pp |
| Employer contribution / active EE | $2,588 | $3,619-28.5% | $2,965-12.7% | $4,753-45.5% |
| Participant deferral / active EE | $9,360 | $5,547+68.7% | $4,851+93.0% | $6,711+39.5% |
| Admin fee / account holder | $725 | $11,597-93.8% | $8,253-91.2% | $11,407-93.6% |