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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 | $22,840 | $124,425-81.6% | $112,040-79.6% | $137,256-83.4% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.5%+8.1pp | 80.0%+4.7pp |
| Annual return | 25.05% | 24.72%+0.3pp | 24.52%+0.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $1,531 | $3,411-55.1% | $2,954-48.2% | $4,156-63.2% |
| Participant deferral / active EE | $5,311 | $5,718-7.1% | $5,098+4.2% | $6,407-17.1% |
| Admin fee / account holder | $795 | $15,207-94.8% | $12,098-93.4% | $12,270-93.5% |