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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 | $51,585 | $124,425-58.5% | $112,040-54.0% | $137,256-62.4% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 22.77% | 24.72%-1.9pp | 24.52%-1.7pp | 220.34%-197.6pp |
| Employer contribution / active EE | $3,753 | $3,411+10.0% | $2,954+27.0% | $4,156-9.7% |
| Participant deferral / active EE | $10,747 | $5,718+87.9% | $5,098+110.8% | $6,407+67.7% |
| Admin fee / account holder | $2,232 | $15,207-85.3% | $12,098-81.6% | $12,270-81.8% |