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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 | $31,122 | $70,532-55.9% | $68,948-54.9% | $137,256-77.3% |
| Participation rate | 95.5% | 81.0%+14.5pp | 79.2%+16.3pp | 80.0%+15.5pp |
| Annual return | 25.12% | 32.56%-7.4pp | 28.39%-3.3pp | 220.34%-195.2pp |
| Employer contribution / active EE | $2,351 | $4,355-46.0% | $4,165-43.6% | $4,156-43.4% |
| Participant deferral / active EE | $4,583 | $6,773-32.3% | $6,186-25.9% | $6,407-28.5% |
| Admin fee / account holder | $514 | $7,916-93.5% | $7,539-93.2% | $12,270-95.8% |