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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 | $90,538-65.6% | $88,457-64.8% | $154,746-79.9% |
| Participation rate | 95.5% | 80.9%+14.6pp | 78.6%+16.8pp | 80.7%+14.8pp |
| Annual return | 25.12% | 37.97%-12.9pp | 32.69%-7.6pp | 172.34%-147.2pp |
| Employer contribution / active EE | $2,351 | $4,914-52.2% | $4,681-49.8% | $4,379-46.3% |
| Participant deferral / active EE | $4,583 | $6,073-24.5% | $5,667-19.1% | $6,730-31.9% |
| Admin fee / account holder | $514 | $10,337-95.0% | $9,606-94.7% | $14,365-96.4% |