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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 | $55,609 | $83,061-33.1% | $126,068-55.9% | $94,015-40.9% |
| Participation rate | 89.6% | 81.2%+8.4pp | 84.7%+4.8pp | 70.8%+18.7pp |
| Annual return | 20.82% | 20.41%+0.4pp | 15.01%+5.8pp | 17.84%+3.0pp |
| Employer contribution / active EE | $1,095 | $2,864-61.8% | $3,968-72.4% | $2,790-60.8% |
| Participant deferral / active EE | $8,702 | $7,042+23.6% | $8,214+5.9% | $4,249+104.8% |
| Admin fee / account holder | $1,975 | $7,208-72.6% | $18,264-89.2% | $8,951-77.9% |