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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 | $60,576 | $162,967-62.8% | $135,792-55.4% | $138,895-56.4% |
| Participation rate | 92.3% | 78.3%+14.0pp | 72.6%+19.7pp | 79.9%+12.4pp |
| Annual return | 16.45% | 30.08%-13.6pp | 25.96%-9.5pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,436 | $4,211-42.2% | $3,496-30.3% | $4,194-41.9% |
| Participant deferral / active EE | $3,439 | $5,640-39.0% | $4,759-27.7% | $6,396-46.2% |
| Admin fee / account holder | $3,468 | $15,306-77.3% | $12,266-71.7% | $12,562-72.4% |