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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 | $23,834 | $100,970-76.4% | $96,576-75.3% | $137,256-82.6% |
| Participation rate | 94.4% | 82.6%+11.8pp | 81.4%+13.0pp | 80.0%+14.5pp |
| Annual return | 17.75% | 38.16%-20.4pp | 38.47%-20.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,072 | $3,809-19.3% | $3,553-13.5% | $4,156-26.1% |
| Participant deferral / active EE | $4,206 | $8,286-49.2% | $7,956-47.1% | $6,407-34.3% |
| Admin fee / account holder | $5,863 | $11,312-48.2% | $11,381-48.5% | $12,270-52.2% |