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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 | $32,115 | $213,785-85.0% | $185,441-82.7% | $155,188-79.3% |
| Participation rate | 90.0% | 83.2%+6.8pp | 80.3%+9.7pp | 80.8%+9.2pp |
| Annual return | 15.80% | 19.97%-4.2pp | 20.16%-4.4pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,858 | $5,393-65.6% | $4,672-60.2% | $4,248-56.3% |
| Participant deferral / active EE | $6,184 | $6,864-9.9% | $6,152+0.5% | $6,531-5.3% |
| Admin fee / account holder | $756 | $21,134-96.4% | $17,890-95.8% | $14,480-94.8% |