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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 | $177,156-71.2% | $147,027-65.3% | $154,746-67.0% |
| Participation rate | 90.0% | 79.4%+10.6pp | 73.7%+16.3pp | 80.7%+9.3pp |
| Annual return | 22.73% | 21.94%+0.8pp | 20.23%+2.5pp | 172.34%-149.6pp |
| Employer contribution / active EE | $2,325 | $4,336-46.4% | $3,626-35.9% | $4,379-46.9% |
| Participant deferral / active EE | $9,537 | $5,797+64.5% | $4,933+93.3% | $6,730+41.7% |
| Admin fee / account holder | $476 | $14,904-96.8% | $12,223-96.1% | $14,365-96.7% |