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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 | $45,555 | $162,967-72.0% | $135,792-66.5% | $138,895-67.2% |
| Participation rate | 95.0% | 78.3%+16.7pp | 72.6%+22.4pp | 79.9%+15.1pp |
| Annual return | 16.40% | 30.08%-13.7pp | 25.96%-9.6pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,115 | $4,211-49.8% | $3,496-39.5% | $4,194-49.6% |
| Participant deferral / active EE | $4,573 | $5,640-18.9% | $4,759-3.9% | $6,396-28.5% |
| Admin fee / account holder | $794 | $15,306-94.8% | $12,266-93.5% | $12,562-93.7% |