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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 | $55,847 | $138,312-59.6% | $122,979-54.6% | $155,188-64.0% |
| Participation rate | 91.7% | 80.2%+11.5pp | 77.2%+14.5pp | 80.8%+10.9pp |
| Annual return | 17.15% | 22.06%-4.9pp | 20.12%-3.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1,431 | $3,530-59.5% | $3,062-53.3% | $4,248-66.3% |
| Participant deferral / active EE | $6,181 | $5,592+10.5% | $5,003+23.5% | $6,531-5.4% |
| Admin fee / account holder | $5,003 | $15,089-66.8% | $12,864-61.1% | $14,480-65.4% |