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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 | $35,355 | $110,410-68.0% | $102,437-65.5% | $145,897-75.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 13.00% | 24.85%-11.9pp | 24.95%-12.0pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,655 | $4,217-37.0% | $3,871-31.4% | $4,663-43.1% |
| Participant deferral / active EE | $5,784 | $5,622+2.9% | $5,060+14.3% | $6,689-13.5% |
| Admin fee / account holder | $731 | $9,745-92.5% | $8,388-91.3% | $13,390-94.5% |