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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 | $138,312-56.0% | $122,979-50.5% | $155,188-60.8% |
| Participation rate | 90.0% | 80.2%+9.8pp | 77.2%+12.8pp | 80.8%+9.2pp |
| Annual return | 15.08% | 22.06%-7.0pp | 20.12%-5.0pp | 148.84%-133.8pp |
| Employer contribution / active EE | $1,690 | $3,530-52.1% | $3,062-44.8% | $4,248-60.2% |
| Participant deferral / active EE | $2,436 | $5,592-56.4% | $5,003-51.3% | $6,531-62.7% |
| Admin fee / account holder | $4,472 | $15,089-70.4% | $12,864-65.2% | $14,480-69.1% |