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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 | $55,908 | $80,983-31.0% | $96,544-42.1% | $75,177-25.6% |
| Participation rate | 84.0% | 71.8%+12.2pp | 76.0%+8.0pp | 67.2%+16.8pp |
| Annual return | 23.62% | 27.05%-3.4pp | 25.88%-2.3pp | 160.75%-137.1pp |
| Employer contribution / active EE | $2,765 | $2,282+21.1% | $2,966-6.8% | $2,671+3.5% |
| Participant deferral / active EE | $4,933 | $3,929+25.6% | $4,851+1.7% | $4,126+19.5% |
| Admin fee / account holder | $363 | $6,717-94.6% | $8,254-95.6% | $5,651-93.6% |