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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 | $43,215 | $136,860-68.4% | $120,344-64.1% | $154,746-72.1% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.7%+12.2pp | 80.7%+8.2pp |
| Annual return | 15.31% | 21.38%-6.1pp | 20.30%-5.0pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,349 | $3,533-33.5% | $3,020-22.2% | $4,379-46.4% |
| Participant deferral / active EE | $2,786 | $5,793-51.9% | $5,135-45.7% | $6,730-58.6% |
| Admin fee / account holder | $3,764 | $15,393-75.5% | $12,742-70.5% | $14,365-73.8% |