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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 | $32,588 | $124,425-73.8% | $112,040-70.9% | $137,256-76.3% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 18.87% | 24.72%-5.8pp | 24.52%-5.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,140 | $3,411-7.9% | $2,954+6.3% | $4,156-24.4% |
| Participant deferral / active EE | $4,215 | $5,718-26.3% | $5,098-17.3% | $6,407-34.2% |
| Admin fee / account holder | $465 | $15,207-96.9% | $12,098-96.2% | $12,270-96.2% |