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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 | $42,092 | $107,809-61.0% | $97,032-56.6% | $155,188-72.9% |
| Participation rate | 95.5% | 75.5%+20.0pp | 71.6%+23.9pp | 80.8%+14.7pp |
| Annual return | 15.51% | 38.06%-22.5pp | 35.38%-19.9pp | 148.84%-133.3pp |
| Employer contribution / active EE | $5,085 | $2,911+74.7% | $2,629+93.4% | $4,248+19.7% |
| Participant deferral / active EE | $4,439 | $5,129-13.5% | $4,672-5.0% | $6,531-32.0% |
| Admin fee / account holder | $1,748 | $10,717-83.7% | $9,418-81.4% | $14,480-87.9% |