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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 | $45,644 | $80,983-43.6% | $96,544-52.7% | $75,177-39.3% |
| Participation rate | 95.1% | 71.8%+23.3pp | 76.0%+19.1pp | 67.2%+27.9pp |
| Annual return | 17.52% | 27.05%-9.5pp | 25.88%-8.4pp | 160.75%-143.2pp |
| Employer contribution / active EE | $1,726 | $2,282-24.4% | $2,966-41.8% | $2,671-35.4% |
| Participant deferral / active EE | $7,466 | $3,929+90.0% | $4,851+53.9% | $4,126+80.9% |
| Admin fee / account holder | $1,924 | $6,717-71.4% | $8,254-76.7% | $5,651-66.0% |