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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 | $61,532 | $80,983-24.0% | $96,544-36.3% | $75,177-18.2% |
| Participation rate | 89.6% | 71.8%+17.8pp | 76.0%+13.6pp | 67.2%+22.4pp |
| Annual return | 28.49% | 27.05%+1.4pp | 25.88%+2.6pp | 160.75%-132.3pp |
| Employer contribution / active EE | $1,083 | $2,282-52.6% | $2,966-63.5% | $2,671-59.5% |
| Participant deferral / active EE | $5,055 | $3,929+28.7% | $4,851+4.2% | $4,126+22.5% |
| Admin fee / account holder | $305 | $6,717-95.5% | $8,254-96.3% | $5,651-94.6% |