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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 | $80,138 | $138,312-42.1% | $122,979-34.8% | $155,188-48.4% |
| Participation rate | 95.5% | 80.2%+15.3pp | 77.2%+18.3pp | 80.8%+14.7pp |
| Annual return | 22.04% | 22.06%0pp | 20.12%+1.9pp | 148.84%-126.8pp |
| Employer contribution / active EE | $2,454 | $3,530-30.5% | $3,062-19.9% | $4,248-42.2% |
| Participant deferral / active EE | $2,366 | $5,592-57.7% | $5,003-52.7% | $6,531-63.8% |
| Admin fee / account holder | $1,183 | $15,089-92.2% | $12,864-90.8% | $14,480-91.8% |