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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 | $51,087 | $161,352-68.3% | $134,172-61.9% | $137,256-62.8% |
| Participation rate | 90.0% | 78.3%+11.7pp | 72.5%+17.5pp | 80.0%+10.0pp |
| Annual return | 22.73% | 28.72%-6.0pp | 25.30%-2.6pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,325 | $4,099-43.3% | $3,420-32.0% | $4,156-44.1% |
| Participant deferral / active EE | $9,537 | $5,552+71.8% | $4,690+103.3% | $6,407+48.9% |
| Admin fee / account holder | $476 | $15,028-96.8% | $12,016-96.0% | $12,270-96.1% |