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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 | $52,674 | $126,661-58.4% | $113,397-53.5% | $138,895-62.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 18.04% | 25.05%-7.0pp | 23.20%-5.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,409 | $3,456-30.3% | $2,977-19.1% | $4,194-42.6% |
| Participant deferral / active EE | $3,862 | $5,693-32.2% | $5,076-23.9% | $6,396-39.6% |
| Admin fee / account holder | $1,406 | $14,549-90.3% | $11,957-88.2% | $12,562-88.8% |