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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 | $60,909 | $126,661-51.9% | $113,397-46.3% | $138,895-56.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 15.08% | 25.05%-10.0pp | 23.20%-8.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,690 | $3,456-51.1% | $2,977-43.2% | $4,194-59.7% |
| Participant deferral / active EE | $2,436 | $5,693-57.2% | $5,076-52.0% | $6,396-61.9% |
| Admin fee / account holder | $4,472 | $14,549-69.3% | $11,957-62.6% | $12,562-64.4% |