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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 | $47,976 | $136,860-64.9% | $120,344-60.1% | $154,746-69.0% |
| Participation rate | 91.7% | 79.9%+11.8pp | 76.7%+15.0pp | 80.7%+11.0pp |
| Annual return | 16.77% | 21.38%-4.6pp | 20.30%-3.5pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,915 | $5,793+71.1% | $5,135+93.1% | $6,730+47.3% |
| Admin fee / account holder | $587 | $15,393-96.2% | $12,742-95.4% | $14,365-95.9% |