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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 | $54,226 | $184,014-70.5% | $161,149-66.4% | $138,895-61.0% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.8%+12.1pp | 79.9%+11.0pp |
| Annual return | 15.27% | 21.52%-6.2pp | 21.16%-5.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,880 | $5,055-62.8% | $4,360-56.9% | $4,194-55.2% |
| Participant deferral / active EE | $5,604 | $6,909-18.9% | $6,153-8.9% | $6,396-12.4% |
| Admin fee / account holder | $1,617 | $18,027-91.0% | $15,194-89.4% | $12,562-87.1% |