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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 | $45,051 | $80,992-44.4% | $96,534-53.3% | $75,173-40.1% |
| Participation rate | 87.5% | 71.8%+15.7pp | 76.0%+11.5pp | 67.2%+20.3pp |
| Annual return | 19.26% | 27.05%-7.8pp | 25.88%-6.6pp | 160.72%-141.5pp |
| Employer contribution / active EE | $2,359 | $2,283+3.3% | $2,965-20.4% | $2,671-11.7% |
| Participant deferral / active EE | $6,262 | $3,929+59.4% | $4,851+29.1% | $4,126+51.8% |
| Admin fee / account holder | $533 | $6,717-92.1% | $8,253-93.5% | $5,651-90.6% |