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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 | $63,293 | $118,488-46.6% | $98,462-35.7% | $139,487-54.6% |
| Participation rate | 94.1% | 77.5%+16.7pp | 75.2%+18.9pp | 80.3%+13.8pp |
| Annual return | 18.14% | 18.96%-0.8pp | 21.17%-3.0pp | 373.84%-355.7pp |
| Employer contribution / active EE | $2,544 | $3,611-29.6% | $3,049-16.6% | $4,755-46.5% |
| Participant deferral / active EE | $6,418 | $5,393+19.0% | $4,738+35.4% | $6,713-4.4% |
| Admin fee / account holder | $871 | $13,868-93.7% | $8,875-90.2% | $11,407-92.4% |