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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 | $104,380 | $184,014-43.3% | $161,149-35.2% | $138,895-24.8% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.8%+10.1pp | 79.9%+9.0pp |
| Annual return | 15.57% | 21.52%-6.0pp | 21.16%-5.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,213 | $5,055-76.0% | $4,360-72.2% | $4,194-71.1% |
| Participant deferral / active EE | $2,775 | $6,909-59.8% | $6,153-54.9% | $6,396-56.6% |
| Admin fee / account holder | $1,513 | $18,027-91.6% | $15,194-90.0% | $12,562-88.0% |