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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 | $143,268 | $211,946-32.4% | $169,452-15.5% | $135,382+5.8% |
| Participation rate | 95.8% | 82.6%+13.2pp | 77.8%+18.1pp | 82.6%+13.2pp |
| Annual return | 3.47% | 3.26%+0.2pp | 1.83%+1.6pp | 519.77%-516.3pp |
| Employer contribution / active EE | $2,381 | $5,117-53.5% | $4,157-42.7% | $4,779-50.2% |
| Participant deferral / active EE | $8,719 | $6,075+43.5% | $5,277+65.2% | $5,609+55.5% |
| Admin fee / account holder | $11,609 | $11,472+1.2% | $9,110+27.4% | $10,829+7.2% |