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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 | $59,093 | $126,661-53.3% | $113,397-47.9% | $138,895-57.5% |
| Participation rate | 94.4% | 79.4%+15.0pp | 76.5%+17.9pp | 79.9%+14.5pp |
| Annual return | 12.36% | 25.05%-12.7pp | 23.20%-10.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,464 | $3,456-57.6% | $2,977-50.8% | $4,194-65.1% |
| Participant deferral / active EE | $3,255 | $5,693-42.8% | $5,076-35.9% | $6,396-49.1% |
| Admin fee / account holder | $779 | $14,549-94.6% | $11,957-93.5% | $12,562-93.8% |