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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 | $43,056 | $199,109-78.4% | $173,730-75.2% | $154,746-72.2% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.6%+7.9pp | 80.7%+6.8pp |
| Annual return | 14.27% | 20.02%-5.7pp | 19.96%-5.7pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,214 | $5,311-58.3% | $4,577-51.6% | $4,379-49.4% |
| Participant deferral / active EE | $6,294 | $7,113-11.5% | $6,326-0.5% | $6,730-6.5% |
| Admin fee / account holder | $2,975 | $20,916-85.8% | $17,523-83.0% | $14,365-79.3% |