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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 | $89,669 | $177,156-49.4% | $147,027-39.0% | $154,746-42.1% |
| Participation rate | 95.5% | 79.4%+16.1pp | 73.7%+21.7pp | 80.7%+14.8pp |
| Annual return | 20.04% | 21.94%-1.9pp | 20.23%-0.2pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,013 | $4,336-53.6% | $3,626-44.5% | $4,379-54.0% |
| Participant deferral / active EE | $3,929 | $5,797-32.2% | $4,933-20.4% | $6,730-41.6% |
| Admin fee / account holder | $818 | $14,904-94.5% | $12,223-93.3% | $14,365-94.3% |