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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 | $39,067 | $136,860-71.5% | $120,344-67.5% | $154,746-74.8% |
| Participation rate | 92.3% | 79.9%+12.4pp | 76.7%+15.6pp | 80.7%+11.6pp |
| Annual return | 18.63% | 21.38%-2.7pp | 20.30%-1.7pp | 172.34%-153.7pp |
| Employer contribution / active EE | $2,608 | $3,533-26.2% | $3,020-13.7% | $4,379-40.5% |
| Participant deferral / active EE | $6,227 | $5,793+7.5% | $5,135+21.3% | $6,730-7.5% |
| Admin fee / account holder | $502 | $15,393-96.7% | $12,742-96.1% | $14,365-96.5% |