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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 | $57,551 | $53,837+6.9% | $75,717-24.0% | $85,856-33.0% |
| Participation rate | 95.8% | 69.1%+26.7pp | 74.8%+20.9pp | 69.3%+26.5pp |
| Annual return | 13.76% | 24.54%-10.8pp | 104.58%-90.8pp | 318.58%-304.8pp |
| Employer contribution / active EE | $2,738 | $2,017+35.7% | $2,743-0.2% | $2,565+6.7% |
| Participant deferral / active EE | $6,262 | $2,895+116.3% | $3,821+63.9% | $3,952+58.4% |
| Admin fee / account holder | $308 | $3,341-90.8% | $3,619-91.5% | $6,261-95.1% |