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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 | $138,312-68.8% | $122,979-64.9% | $155,188-72.2% |
| Participation rate | 88.9% | 80.2%+8.7pp | 77.2%+11.7pp | 80.8%+8.1pp |
| Annual return | 15.31% | 22.06%-6.7pp | 20.12%-4.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $2,349 | $3,530-33.5% | $3,062-23.3% | $4,248-44.7% |
| Participant deferral / active EE | $2,786 | $5,592-50.2% | $5,003-44.3% | $6,531-57.3% |
| Admin fee / account holder | $3,764 | $15,089-75.1% | $12,864-70.7% | $14,480-74.0% |