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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 | $138,312-57.3% | $122,979-51.9% | $155,188-61.9% |
| Participation rate | 94.4% | 80.2%+14.2pp | 77.2%+17.3pp | 80.8%+13.6pp |
| Annual return | 12.36% | 22.06%-9.7pp | 20.12%-7.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $1,464 | $3,530-58.5% | $3,062-52.2% | $4,248-65.5% |
| Participant deferral / active EE | $3,255 | $5,592-41.8% | $5,003-34.9% | $6,531-50.2% |
| Admin fee / account holder | $779 | $15,089-94.8% | $12,864-93.9% | $14,480-94.6% |