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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 | $49,542 | $110,278-55.1% | $95,740-48.3% | $139,466-64.5% |
| Participation rate | 85.0% | 75.7%+9.3pp | 72.3%+12.7pp | 80.3%+4.7pp |
| Annual return | 14.01% | 27.19%-13.2pp | 28.41%-14.4pp | 373.66%-359.7pp |
| Employer contribution / active EE | $2,798 | $3,260-14.2% | $2,836-1.4% | $4,754-41.2% |
| Participant deferral / active EE | $6,151 | $4,674+31.6% | $4,244+44.9% | $6,712-8.4% |
| Admin fee / account holder | $917 | $6,613-86.1% | $5,676-83.8% | $11,409-92.0% |