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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 | $84,822 | $199,109-57.4% | $173,730-51.2% | $154,746-45.2% |
| Participation rate | 94.7% | 82.8%+11.9pp | 79.6%+15.2pp | 80.7%+14.0pp |
| Annual return | 15.13% | 20.02%-4.9pp | 19.96%-4.8pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,781 | $5,311-47.6% | $4,577-39.2% | $4,379-36.5% |
| Participant deferral / active EE | $5,874 | $7,113-17.4% | $6,326-7.1% | $6,730-12.7% |
| Admin fee / account holder | $437 | $20,916-97.9% | $17,523-97.5% | $14,365-97.0% |