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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 | $54,994 | $111,301-50.6% | $112,977-51.3% | $158,966-65.4% |
| Participation rate | 86.7% | 83.5%+3.2pp | 82.6%+4.1pp | 82.0%+4.7pp |
| Annual return | 19.89% | 26.40%-6.5pp | 24.24%-4.4pp | 302.95%-283.1pp |
| Employer contribution / active EE | $2,919 | $4,471-34.7% | $4,255-31.4% | $4,762-38.7% |
| Participant deferral / active EE | $9,451 | $5,880+60.7% | $5,836+61.9% | $5,983+58.0% |
| Admin fee / account holder | $460 | $8,392-94.5% | $6,294-92.7% | $11,250-95.9% |