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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 | $124,425-68.6% | $112,040-65.1% | $137,256-71.5% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.5%+15.8pp | 80.0%+12.3pp |
| Annual return | 18.63% | 24.72%-6.1pp | 24.52%-5.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,608 | $3,411-23.6% | $2,954-11.7% | $4,156-37.3% |
| Participant deferral / active EE | $6,227 | $5,718+8.9% | $5,098+22.1% | $6,407-2.8% |
| Admin fee / account holder | $502 | $15,207-96.7% | $12,098-95.9% | $12,270-95.9% |