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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 | $52,298 | $138,312-62.2% | $122,979-57.5% | $155,188-66.3% |
| Participation rate | 87.5% | 80.2%+7.3pp | 77.2%+10.3pp | 80.8%+6.7pp |
| Annual return | 20.98% | 22.06%-1.1pp | 20.12%+0.9pp | 148.84%-127.9pp |
| Employer contribution / active EE | $2,561 | $3,530-27.5% | $3,062-16.4% | $4,248-39.7% |
| Participant deferral / active EE | $8,499 | $5,592+52.0% | $5,003+69.9% | $6,531+30.1% |
| Admin fee / account holder | $795 | $15,089-94.7% | $12,864-93.8% | $14,480-94.5% |